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Altus Wealth Group’s BlackRock MuniHoldings Fund MHD Stock Holding History

Altus Wealth Group’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
2023
Q3 		– Sell
-11,587
Closed -$135K – 137
2023
Q2 		$135K Hold
11,587
– – 0.08% 136
2023
Q1 		$140K Hold
11,587
– – 0.09% 132
2022
Q4 		$141K Sell
11,587
-2,551
-18% -$29.3K 0.11% 138
2022
Q3 		$231K Hold
14,138
– – 0.23% 100
2022
Q2 		$231K Sell
14,138
-200
-1% -$2.61K 0.23% 100
2022
Q1 		$204K Buy
14,338
+200
+1% +$3K 0.17% 109
2021
Q4 		$237K Hold
14,138
– – 0.2% 103
2021
Q3 		$231K Hold
14,138
– – 0.23% 100
2021
Q2 		$237K Hold
14,138
– – 0.23% 95
2021
Q1 		$232K Buy
+14,138
New +$228K 0.23% 91

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
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

Altus Wealth Group's MHD Position: Q3 2023 in Review

Altus Wealth Group sold out of BlackRock MuniHoldings Fund (MHD) in Q3 2023, closing a stake of 11,587 shares — an estimated $135K sold.

Altus Wealth Group first reported a position in MHD in Q1 2021 and held it in 10 quarters. The position peaked at $237K in Q4 2021. 106 funds tracked by Wall St. Rank hold MHD as of Q3 2023.

  • Altus Wealth Group reported no remaining BlackRock MuniHoldings Fund position as of Q3 2023 after selling out during the quarter.
  • Altus Wealth Group sold 11,587 BlackRock MuniHoldings Fund shares in Q3 2023, an estimated $135K.
  • Altus Wealth Group first reported a position in BlackRock MuniHoldings Fund in Q1 2021 and held it in 10 quarters.
  • Altus Wealth Group's BlackRock MuniHoldings Fund position peaked at $237K in Q4 2021.
  • 106 funds tracked by Wall St. Rank held BlackRock MuniHoldings Fund as of Q3 2023.

Based on Altus Wealth Group's 13F filing for Q3 2023, filed 13 Nov 2023.