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Per Stirling Capital Management’s VanEck Short Muni ETF SMB Stock Holding History

Per Stirling Capital Management’s Portfolio SMB Stock Details SMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-12,100
Closed -$204K – 208
2022
Q4 		$204K Buy
+12,100
New +$202K 0.04% 196

Other funds holding SMB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Per Stirling Capital Management's SMB Position: Q1 2023 in Review

Per Stirling Capital Management sold out of VanEck Short Muni ETF (SMB) in Q1 2023, closing a stake of 12,100 shares — an estimated $204K sold.

Per Stirling Capital Management first reported a position in SMB in Q4 2022 and held it in 1 quarter. The position peaked at $204K in Q4 2022. 102 funds tracked by Wall St. Rank hold SMB as of Q1 2023.

  • Per Stirling Capital Management reported no remaining VanEck Short Muni ETF position as of Q1 2023 after selling out during the quarter.
  • Per Stirling Capital Management sold 12,100 VanEck Short Muni ETF shares in Q1 2023, an estimated $204K.
  • Per Stirling Capital Management first reported a position in VanEck Short Muni ETF in Q4 2022 and held it in 1 quarter.
  • Per Stirling Capital Management's VanEck Short Muni ETF position peaked at $204K in Q4 2022.
  • 102 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q1 2023.

Based on Per Stirling Capital Management's 13F filing for Q1 2023, filed 15 May 2023.