MYIA
BAND

Mount Yale Investment Advisors’s Bandwidth Inc BAND Stock Holding History

Mount Yale Investment Advisors’s Portfolio BAND Stock Details BAND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-2,094
Closed -$289K – 462
2021
Q2 		$289K Sell
2,094
-235
-10% -$29.5K 0.04% 327
2021
Q1 		$295K Buy
+2,329
New +$361K 0.04% 316

Other funds holding BAND

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Mount Yale Investment Advisors's BAND Position: Q3 2021 in Review

Mount Yale Investment Advisors sold out of Bandwidth Inc (BAND) in Q3 2021, closing a stake of 2,094 shares — an estimated $289K sold.

Mount Yale Investment Advisors first reported a position in BAND in Q1 2021 and held it in 2 quarters. The position peaked at $295K in Q1 2021. 230 funds tracked by Wall St. Rank hold BAND as of Q3 2021.

  • Mount Yale Investment Advisors reported no remaining Bandwidth Inc position as of Q3 2021 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 2,094 Bandwidth Inc shares in Q3 2021, an estimated $289K.
  • Mount Yale Investment Advisors first reported a position in Bandwidth Inc in Q1 2021 and held it in 2 quarters.
  • Mount Yale Investment Advisors's Bandwidth Inc position peaked at $295K in Q1 2021.
  • 230 funds tracked by Wall St. Rank held Bandwidth Inc as of Q3 2021.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2021, filed 2 Nov 2021.