HCM
ITM icon

Howard Capital Management’s VanEck Intermediate Muni ETF ITM Stock Holding History

Howard Capital Management’s Portfolio ITM Stock Details ITM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-17,652
Closed -$905K – 53
2021
Q4 		$905K Buy
17,652
+374
+2% +$19.1K 0.11% 42
2021
Q3 		$885K Buy
+17,278
New +$897K 0.13% 37
2021
Q2 		– Sell
-24,187
Closed -$1.25M – 59
2021
Q1 		$1.25M Sell
24,187
-846
-3% -$43.7K 0.22% 23
2020
Q4 		$1.3M Buy
25,033
+7,222
+41% +$372K 0.26% 22
2020
Q3 		$913K Buy
17,811
+7,575
+74% +$390K 0.21% 27
2020
Q2 		$522K Buy
10,236
+1,810
+21% +$90K 0.15% 35
2020
Q1 		$418K Buy
+8,426
New +$422K 0.18% 18

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UBS Group
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CAM
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DBT
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return