Kovitz Investment Group Partners
ITM icon

Kovitz Investment Group Partners’s VanEck Intermediate Muni ETF ITM Stock Holding History

Kovitz Investment Group Partners’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
2024
Q3 		– Sell
-87,556
Closed -$4.01M – 1080
2024
Q2 		$4.01M Sell
87,556
-66,323
-43% -$3.04M 0.03% 321
2024
Q1 		$7.16M Buy
153,879
+8,910
+6% +$415K 0.09% 160
2023
Q4 		$6.82M Sell
144,969
-23,076
-14% -$1.04M 0.11% 106
2023
Q3 		$7.41M Buy
168,045
+17,500
+12% +$796K 0.13% 91
2023
Q2 		$6.94M Buy
150,545
+86,955
+137% +$4.01M 0.1% 102
2023
Q1 		$2.96M Sell
63,590
-965
-1% -$44.5K 0.05% 208
2022
Q4 		$2.94M Buy
64,555
+21,720
+51% +$972K 0.06% 206
2022
Q3 		$1.86M Buy
42,835
+16,048
+60% +$734K 0.04% 224
2022
Q2 		$1.22M Buy
26,787
+10,975
+69% +$502K 0.03% 259
2022
Q1 		$748K Sell
15,812
-3,525
-18% -$174K 0.01% 315
2021
Q4 		$1.01M Buy
19,337
+3,525
+22% +$180K 0.02% 272
2021
Q3 		$810K Hold
15,812
– – 0.02% 317
2021
Q2 		$819K Sell
15,812
-2,225
-12% -$115K 0.02% 322
2021
Q1 		$924K Sell
18,037
-1,300
-7% -$67.2K 0.02% 287
2020
Q4 		$1.01M Sell
19,337
-2,200
-10% -$113K 0.02% 267
2020
Q3 		$1.1M Hold
21,537
– – 0.03% 250
2020
Q2 		$1.1M Sell
21,537
-1,100
-5% -$54.7K 0.03% 241
2020
Q1 		$1.11M Sell
22,637
-13,387
-37% -$670K 0.04% 230
2019
Q4 		$1.81M Buy
36,024
+150
+0.4% +$7.54K 0.05% 206
2019
Q3 		$1.8M Buy
35,874
+150
+0.4% +$7.56K 0.06% 206
2019
Q2 		$1.78M Buy
35,724
+1,500
+4% +$73.8K 0.06% 203
2019
Q1 		$1.67M Buy
+34,224
New +$1.64M 0.05% 212

Other funds holding ITM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HB
HTLF Bank Denver, Colorado $885M AUM 17.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kovitz Investment Group Partners's ITM Position: Q3 2024 in Review

Kovitz Investment Group Partners sold out of VanEck Intermediate Muni ETF (ITM) in Q3 2024, closing a stake of 87,556 shares — an estimated $4.01M sold.

Kovitz Investment Group Partners first reported a position in ITM in Q1 2019 and held it in 22 quarters. The position peaked at $7.41M in Q3 2023. 164 funds tracked by Wall St. Rank hold ITM as of Q3 2024.

  • Kovitz Investment Group Partners reported no remaining VanEck Intermediate Muni ETF position as of Q3 2024 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 87,556 VanEck Intermediate Muni ETF shares in Q3 2024, an estimated $4.01M.
  • Kovitz Investment Group Partners first reported a position in VanEck Intermediate Muni ETF in Q1 2019 and held it in 22 quarters.
  • Kovitz Investment Group Partners's VanEck Intermediate Muni ETF position peaked at $7.41M in Q3 2023.
  • 164 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q3 2024.

Based on Kovitz Investment Group Partners's 13F filing for Q3 2024, filed 15 Nov 2024.