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Aft Forsyth & Sober’s BlackRock MuniHoldings Fund MHD Stock Holding History

Aft Forsyth & Sober’s Portfolio MHD Stock Details MHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,600
Closed -$322K – 80
2024
Q2 		$322K Buy
+2,600
New +$30.6K 0.11% 78

Other funds holding MHD

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Aft Forsyth & Sober's MHD Position: Q3 2024 in Review

Aft Forsyth & Sober sold out of BlackRock MuniHoldings Fund (MHD) in Q3 2024, closing a stake of 2,600 shares — an estimated $322K sold.

Aft Forsyth & Sober first reported a position in MHD in Q2 2024 and held it in 1 quarter. The position peaked at $322K in Q2 2024. 104 funds tracked by Wall St. Rank hold MHD as of Q3 2024.

  • Aft Forsyth & Sober reported no remaining BlackRock MuniHoldings Fund position as of Q3 2024 after selling out during the quarter.
  • Aft Forsyth & Sober sold 2,600 BlackRock MuniHoldings Fund shares in Q3 2024, an estimated $322K.
  • Aft Forsyth & Sober first reported a position in BlackRock MuniHoldings Fund in Q2 2024 and held it in 1 quarter.
  • Aft Forsyth & Sober's BlackRock MuniHoldings Fund position peaked at $322K in Q2 2024.
  • 104 funds tracked by Wall St. Rank held BlackRock MuniHoldings Fund as of Q3 2024.

Based on Aft Forsyth & Sober's 13F filing for Q3 2024, filed 14 Nov 2024.