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Regent Peak Wealth Advisors’s VanEck High Yield Muni ETF HYD Stock Holding History

Regent Peak Wealth Advisors’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
2021
Q1 		– Sell
-989
Closed -$61K – 527
2020
Q4 		$61K Buy
+989
New +$59.7K 0.02% 281

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NAM
NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Regent Peak Wealth Advisors's HYD Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of VanEck High Yield Muni ETF (HYD) in Q1 2021, closing a stake of 989 shares — an estimated $61K sold.

Regent Peak Wealth Advisors first reported a position in HYD in Q4 2020 and held it in 1 quarter. The position peaked at $61K in Q4 2020. 271 funds tracked by Wall St. Rank hold HYD as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining VanEck High Yield Muni ETF position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 989 VanEck High Yield Muni ETF shares in Q1 2021, an estimated $61K.
  • Regent Peak Wealth Advisors first reported a position in VanEck High Yield Muni ETF in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's VanEck High Yield Muni ETF position peaked at $61K in Q4 2020.
  • 271 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.