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Lowe Brockenbrough & Co’s VanEck Intermediate Muni ETF ITM Stock Holding History

Lowe Brockenbrough & Co’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
Q4 		– Sell
-11,400
Closed -$496K – 263
2022
Q3 		$496K Sell
11,400
-2,000
-15% -$91.4K 0.05% 202
2022
Q2 		$612K Sell
13,400
-3,050
-19% -$139K 0.05% 197
2022
Q1 		$778K Buy
+16,450
New +$811K 0.06% 192
2021
Q4 		– Sell
-21,490
Closed -$1.1M – 265
2021
Q3 		$1.1M Buy
+21,490
New +$1.12M 0.09% 173

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
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Lowe Brockenbrough & Co's ITM Position: Q4 2022 in Review

Lowe Brockenbrough & Co sold out of VanEck Intermediate Muni ETF (ITM) in Q4 2022, closing a stake of 11,400 shares — an estimated $496K sold.

Lowe Brockenbrough & Co first reported a position in ITM in Q3 2021 and held it in 4 quarters. The position peaked at $1.1M in Q3 2021. 164 funds tracked by Wall St. Rank hold ITM as of Q4 2022.

  • Lowe Brockenbrough & Co reported no remaining VanEck Intermediate Muni ETF position as of Q4 2022 after selling out during the quarter.
  • Lowe Brockenbrough & Co sold 11,400 VanEck Intermediate Muni ETF shares in Q4 2022, an estimated $496K.
  • Lowe Brockenbrough & Co first reported a position in VanEck Intermediate Muni ETF in Q3 2021 and held it in 4 quarters.
  • Lowe Brockenbrough & Co's VanEck Intermediate Muni ETF position peaked at $1.1M in Q3 2021.
  • 164 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q4 2022.

Based on Lowe Brockenbrough & Co's 13F filing for Q4 2022, filed 14 Feb 2023.