VVP
EXD

Venture Visionary Partners’s Eaton Vance TaxManaged Buy-Write Strategy Fund EXD Stock Holding History

Venture Visionary Partners’s Portfolio EXD Stock Details EXD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-2,550
Closed -$25.9K – 1656
2022
Q2 		$25.9K Buy
+2,550
New +$26.7K ﹤0.01% 967

Other funds holding EXD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Venture Visionary Partners's EXD Position: Q3 2022 in Review

Venture Visionary Partners sold out of Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) in Q3 2022, closing a stake of 2,550 shares — an estimated $25.9K sold.

Venture Visionary Partners first reported a position in EXD in Q2 2022 and held it in 1 quarter. The position peaked at $25.9K in Q2 2022. 22 funds tracked by Wall St. Rank hold EXD as of Q3 2022.

  • Venture Visionary Partners reported no remaining Eaton Vance TaxManaged Buy-Write Strategy Fund position as of Q3 2022 after selling out during the quarter.
  • Venture Visionary Partners sold 2,550 Eaton Vance TaxManaged Buy-Write Strategy Fund shares in Q3 2022, an estimated $25.9K.
  • Venture Visionary Partners first reported a position in Eaton Vance TaxManaged Buy-Write Strategy Fund in Q2 2022 and held it in 1 quarter.
  • Venture Visionary Partners's Eaton Vance TaxManaged Buy-Write Strategy Fund position peaked at $25.9K in Q2 2022.
  • 22 funds tracked by Wall St. Rank held Eaton Vance TaxManaged Buy-Write Strategy Fund as of Q3 2022.

Based on Venture Visionary Partners's 13F filing for Q3 2022, filed 14 Nov 2022.