Summit X LLC’s VanEck Intermediate Muni ETF ITM Stock Holding History

Summit X LLC’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
2020 Q4	–	Sell	-1,685	Closed	-$359	–	336
2020 Q3	$359	Buy	+1,685	New	+$86.8K	0.01%	344

Other funds holding ITM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAM

Caprin Asset Management Henrico, Virginia $64.1M AUM 9.09% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

DBT

Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Summit X LLC's ITM Position: Q4 2020 in Review

Summit X LLC sold out of VanEck Intermediate Muni ETF (ITM) in Q4 2020, closing a stake of 1,685 shares — an estimated $359 sold.

Summit X LLC first reported a position in ITM in Q3 2020 and held it in 1 quarter. The position peaked at $359 in Q3 2020. 172 funds tracked by Wall St. Rank hold ITM as of Q4 2020.

Summit X LLC reported no remaining VanEck Intermediate Muni ETF position as of Q4 2020 after selling out during the quarter.
Summit X LLC sold 1,685 VanEck Intermediate Muni ETF shares in Q4 2020, an estimated $359.
Summit X LLC first reported a position in VanEck Intermediate Muni ETF in Q3 2020 and held it in 1 quarter.
Summit X LLC's VanEck Intermediate Muni ETF position peaked at $359 in Q3 2020.
172 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q4 2020.

Based on Summit X LLC's 13F filing for Q4 2020, filed 29 Jan 2021.