LAM
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Lakewood Asset Management’s VanEck Intermediate Muni ETF ITM Stock Holding History

Lakewood Asset 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
2023
Q1 		– Sell
-317
Closed -$14K – 198
2022
Q4 		$14K Buy
+317
New +$14.2K 0.01% 240

Other funds holding ITM

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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lakewood Asset Management's ITM Position: Q1 2023 in Review

Lakewood Asset Management sold out of VanEck Intermediate Muni ETF (ITM) in Q1 2023, closing a stake of 317 shares — an estimated $14K sold.

Lakewood Asset Management first reported a position in ITM in Q4 2022 and held it in 1 quarter. The position peaked at $14K in Q4 2022. 169 funds tracked by Wall St. Rank hold ITM as of Q1 2023.

  • Lakewood Asset Management reported no remaining VanEck Intermediate Muni ETF position as of Q1 2023 after selling out during the quarter.
  • Lakewood Asset Management sold 317 VanEck Intermediate Muni ETF shares in Q1 2023, an estimated $14K.
  • Lakewood Asset Management first reported a position in VanEck Intermediate Muni ETF in Q4 2022 and held it in 1 quarter.
  • Lakewood Asset Management's VanEck Intermediate Muni ETF position peaked at $14K in Q4 2022.
  • 169 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q1 2023.

Based on Lakewood Asset Management's 13F filing for Q1 2023, filed 13 Apr 2023.