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Meridian Wealth Management’s VanEck High Yield Muni ETF HYD Stock Holding History

Meridian Wealth Management’s Portfolio HYD Stock Details HYD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-4,470
Closed -$241K – 525
2022
Q2 		$241K Buy
+4,470
New +$244K 0.02% 482

Other funds holding HYD

Bank of America
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SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Meridian Wealth Management's HYD Position: Q3 2022 in Review

Meridian Wealth Management sold out of VanEck High Yield Muni ETF (HYD) in Q3 2022, closing a stake of 4,470 shares — an estimated $241K sold.

Meridian Wealth Management first reported a position in HYD in Q2 2022 and held it in 1 quarter. The position peaked at $241K in Q2 2022. 256 funds tracked by Wall St. Rank hold HYD as of Q3 2022.

  • Meridian Wealth Management reported no remaining VanEck High Yield Muni ETF position as of Q3 2022 after selling out during the quarter.
  • Meridian Wealth Management sold 4,470 VanEck High Yield Muni ETF shares in Q3 2022, an estimated $241K.
  • Meridian Wealth Management first reported a position in VanEck High Yield Muni ETF in Q2 2022 and held it in 1 quarter.
  • Meridian Wealth Management's VanEck High Yield Muni ETF position peaked at $241K in Q2 2022.
  • 256 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q3 2022.

Based on Meridian Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.