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Snowden Capital Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History

Snowden Capital Advisors’s Portfolio ITM Stock Details ITM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-4,703
Closed -$215K – 1170
2022
Q4 		$215K Sell
4,703
-3,580
-43% -$160K 0.01% 1040
2022
Q3 		$360K Sell
8,283
-490
-6% -$22.4K 0.02% 809
2022
Q2 		$400K Sell
8,773
-4,999
-36% -$228K 0.02% 734
2022
Q1 		$651K Buy
13,772
+4,421
+47% +$218K 0.03% 544
2021
Q4 		$479K Buy
9,351
+32
+0.3% +$1.64K 0.02% 462
2021
Q3 		$477K Sell
9,319
-201
-2% -$10.4K 0.02% 555
2021
Q2 		$493K Buy
9,520
+3
+0% +$155 0.02% 553
2021
Q1 		$488K Sell
9,517
-1,230
-11% -$63.6K 0.03% 507
2020
Q4 		$559K Sell
10,747
-1,318
-11% -$67.9K 0.04% 412
2020
Q3 		$619K Sell
12,065
-191
-2% -$9.84K 0.05% 344
2020
Q2 		$624K Sell
12,256
-4,453
-27% -$221K 0.05% 331
2020
Q1 		$821K Sell
16,709
-484
-3% -$24.2K 0.09% 268
2019
Q4 		$864K Sell
17,193
-100
-0.6% -$5.02K 0.08% 297
2019
Q3 		$870K Buy
17,293
+309
+2% +$15.6K 0.09% 269
2019
Q2 		$845K Sell
16,984
-276
-2% -$13.6K 0.09% 271
2019
Q1 		$842K Buy
17,260
+246
+1% +$11.8K 0.09% 268
2018
Q4 		$808K Buy
17,014
+57
+0.3% +$2.65K 0.1% 252
2018
Q3 		$791K Sell
16,957
-238
-1% -$11.2K 0.09% 273
2018
Q2 		$810K Buy
+17,195
New +$807K 0.11% 252
2018
Q1 		– Sell
-18,354
Closed -$884K – 394
2017
Q4 		$884K Buy
18,354
+24
+0.1% +$1.16K 0.13% 218
2017
Q3 		$882K Buy
18,330
+449
+3% +$21.7K 0.14% 201
2017
Q2 		$855K Buy
17,881
+3,948
+28% +$188K 0.16% 176
2017
Q1 		$653K Sell
13,933
-6,252
-31% -$292K 0.14% 188
2016
Q4 		$936K Sell
20,185
-2,996
-13% -$142K 0.24% 146
2016
Q3 		$1.14M Buy
23,181
+1,863
+9% +$92.1K 0.31% 118
2016
Q2 		$1.06M Buy
21,318
+13,100
+159% +$642K 0.32% 111
2016
Q1 		$398K Buy
+8,218
New +$398K 0.14% 193

Other funds holding ITM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Snowden Capital Advisors's ITM Position: Q1 2023 in Review

Snowden Capital Advisors sold out of VanEck Intermediate Muni ETF (ITM) in Q1 2023, closing a stake of 4,703 shares — an estimated $215K sold.

Snowden Capital Advisors first reported a position in ITM in Q1 2016 and held it in 27 quarters. The position peaked at $1.14M in Q3 2016. 169 funds tracked by Wall St. Rank hold ITM as of Q1 2023.

  • Snowden Capital Advisors reported no remaining VanEck Intermediate Muni ETF position as of Q1 2023 after selling out during the quarter.
  • Snowden Capital Advisors sold 4,703 VanEck Intermediate Muni ETF shares in Q1 2023, an estimated $215K.
  • Snowden Capital Advisors first reported a position in VanEck Intermediate Muni ETF in Q1 2016 and held it in 27 quarters.
  • Snowden Capital Advisors's VanEck Intermediate Muni ETF position peaked at $1.14M in Q3 2016.
  • 169 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q1 2023.

Based on Snowden Capital Advisors's 13F filing for Q1 2023, filed 15 May 2023.