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WealthSource Partners’s VanEck High Yield Muni ETF HYD Stock Holding History

WealthSource Partners’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
2022
Q4 		– Sell
-8,310
Closed -$415K – 501
2022
Q3 		$415K Sell
8,310
-404
-5% -$21.5K 0.03% 337
2022
Q2 		$469K Buy
+8,714
New +$476K 0.03% 315
2022
Q1 		– Sell
-6,082
Closed -$380K – 590
2021
Q4 		$380K Buy
+6,082
New +$379K 0.03% 367
2020
Q1 		– Sell
-3,636
Closed -$233K – 376
2019
Q4 		$233K Sell
3,636
-5,808
-61% -$373K 0.03% 364
2019
Q3 		$608K Sell
9,444
-1,129
-11% -$72.4K 0.09% 207
2019
Q2 		$674K Sell
10,573
-388
-4% -$24.5K 0.11% 183
2019
Q1 		$688K Buy
10,961
+1,932
+21% +$119K 0.16% 127
2018
Q4 		$551K Sell
9,029
-406
-4% -$24.7K 0.16% 138
2018
Q3 		$587K Buy
9,435
+500
+6% +$31.4K 0.15% 133
2018
Q2 		$562K Sell
8,935
-3,842
-30% -$240K 0.16% 139
2018
Q1 		$792K Buy
12,777
+1,197
+10% +$74.2K 0.24% 103
2017
Q4 		$723K Sell
11,580
-66
-0.6% -$4.12K 0.22% 103
2017
Q3 		$729K Buy
11,646
+3,863
+50% +$240K 0.24% 98
2017
Q2 		$481K Sell
7,783
-414
-5% -$25.5K 0.16% 132
2017
Q1 		$501K Sell
8,197
-1,727
-17% -$104K 0.18% 124
2016
Q4 		$589K Buy
9,924
+5,600
+130% +$340K 0.25% 88
2016
Q3 		$279K Buy
+4,324
New +$279K 0.1% 191
2016
Q2 		– Sell
-12,159
Closed -$762K – 274
2016
Q1 		$762K Buy
+12,159
New +$756K 0.31% 68

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
ZB
Zions Bancorporation Salt Lake City, Utah $1.59B AUM 19.92% 1-Year Est. Return

WealthSource Partners's HYD Position: Q4 2022 in Review

WealthSource Partners sold out of VanEck High Yield Muni ETF (HYD) in Q4 2022, closing a stake of 8,310 shares — an estimated $415K sold.

WealthSource Partners first reported a position in HYD in Q1 2016 and held it in 18 quarters. The position peaked at $792K in Q1 2018. 284 funds tracked by Wall St. Rank hold HYD as of Q4 2022.

  • WealthSource Partners reported no remaining VanEck High Yield Muni ETF position as of Q4 2022 after selling out during the quarter.
  • WealthSource Partners sold 8,310 VanEck High Yield Muni ETF shares in Q4 2022, an estimated $415K.
  • WealthSource Partners first reported a position in VanEck High Yield Muni ETF in Q1 2016 and held it in 18 quarters.
  • WealthSource Partners's VanEck High Yield Muni ETF position peaked at $792K in Q1 2018.
  • 284 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q4 2022.

Based on WealthSource Partners's 13F filing for Q4 2022, filed 10 Feb 2023.