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Sandy Spring Bank’s VanEck BDC Income ETF BIZD Stock Holding History

Sandy Spring Bank’s Portfolio BIZD Stock Details BIZD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-367
Closed -$6.29K – 1207
2024
Q2 		$6.29K Buy
+367
New +$6.18K ﹤0.01% 955

Other funds holding BIZD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
MHFA
Mission Hills Financial Advisory San Diego, California $195M AUM 8.43% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Sandy Spring Bank's BIZD Position: Q3 2024 in Review

Sandy Spring Bank sold out of VanEck BDC Income ETF (BIZD) in Q3 2024, closing a stake of 367 shares — an estimated $6.29K sold.

Sandy Spring Bank first reported a position in BIZD in Q2 2024 and held it in 1 quarter. The position peaked at $6.29K in Q2 2024. 188 funds tracked by Wall St. Rank hold BIZD as of Q3 2024.

  • Sandy Spring Bank reported no remaining VanEck BDC Income ETF position as of Q3 2024 after selling out during the quarter.
  • Sandy Spring Bank sold 367 VanEck BDC Income ETF shares in Q3 2024, an estimated $6.29K.
  • Sandy Spring Bank first reported a position in VanEck BDC Income ETF in Q2 2024 and held it in 1 quarter.
  • Sandy Spring Bank's VanEck BDC Income ETF position peaked at $6.29K in Q2 2024.
  • 188 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q3 2024.

Based on Sandy Spring Bank's 13F filing for Q3 2024, filed 25 Oct 2024.