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Oakworth Capital’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Oakworth Capital’s Portfolio ANGL Stock Details ANGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-35
Closed -$1.03K – 633
2024
Q3 		$1.03K Hold
35
– – ﹤0.01% 638
2024
Q2 		$991 Hold
35
– – ﹤0.01% 698
2024
Q1 		$1.02K Hold
35
– – ﹤0.01% 661
2023
Q4 		$1.01K Hold
35
– – ﹤0.01% 660
2023
Q3 		$947 Buy
+35
New +$964 ﹤0.01% 572

Other funds holding ANGL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 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

Oakworth Capital's ANGL Position: Q4 2024 in Review

Oakworth Capital sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q4 2024, closing a stake of 35 shares — an estimated $1.03K sold.

Oakworth Capital first reported a position in ANGL in Q3 2023 and held it in 5 quarters. The position peaked at $1.03K in Q3 2024. 345 funds tracked by Wall St. Rank hold ANGL as of Q4 2024.

  • Oakworth Capital reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Oakworth Capital sold 35 VanEck Fallen Angel High Yield Bond ETF shares in Q4 2024, an estimated $1.03K.
  • Oakworth Capital first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q3 2023 and held it in 5 quarters.
  • Oakworth Capital's VanEck Fallen Angel High Yield Bond ETF position peaked at $1.03K in Q3 2024.
  • 345 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q4 2024.

Based on Oakworth Capital's 13F filing for Q4 2024, filed 27 Jan 2025.