AWG
MUI

Altus Wealth Group’s BlackRock Municipal Income Fund, Inc. MUI Stock Holding History

Altus Wealth Group’s Portfolio MUI Stock Details MUI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-13,701
Closed -$159K – 160
2023
Q4 		$159K Sell
13,701
-4,709
-26% -$50.6K 0.09% 136
2023
Q3 		$187K Buy
18,410
+42
+0.2% +$464 0.12% 122
2023
Q2 		$210K Buy
18,368
+41
+0.2% +$468 0.13% 127
2023
Q1 		$214K Buy
18,327
+41
+0.2% +$476 0.14% 119
2022
Q4 		$207K Buy
18,286
+2,364
+15% +$26.1K 0.16% 127
2022
Q3 		$242K Hold
15,922
– – 0.24% 95
2022
Q2 		$242K Buy
15,922
+1,012
+7% +$12.4K 0.24% 95
2022
Q1 		$196K Sell
14,910
-1,167
-7% -$16.4K 0.16% 111
2021
Q4 		$244K Buy
16,077
+155
+1% +$2.38K 0.2% 98
2021
Q3 		$242K Buy
15,922
+41
+0.3% +$648 0.24% 95
2021
Q2 		$248K Buy
15,881
+4,241
+36% +$65.2K 0.24% 90
2021
Q1 		$178K Buy
11,640
+1,660
+17% +$24.7K 0.18% 106
2020
Q4 		$148K Buy
+9,980
New +$144K 0.14% 112

Other funds holding MUI

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Altus Wealth Group's MUI Position: Q1 2024 in Review

Altus Wealth Group sold out of BlackRock Municipal Income Fund, Inc. (MUI) in Q1 2024, closing a stake of 13,701 shares — an estimated $159K sold.

Altus Wealth Group first reported a position in MUI in Q4 2020 and held it in 13 quarters. The position peaked at $248K in Q2 2021. 120 funds tracked by Wall St. Rank hold MUI as of Q1 2024.

  • Altus Wealth Group reported no remaining BlackRock Municipal Income Fund, Inc. position as of Q1 2024 after selling out during the quarter.
  • Altus Wealth Group sold 13,701 BlackRock Municipal Income Fund, Inc. shares in Q1 2024, an estimated $159K.
  • Altus Wealth Group first reported a position in BlackRock Municipal Income Fund, Inc. in Q4 2020 and held it in 13 quarters.
  • Altus Wealth Group's BlackRock Municipal Income Fund, Inc. position peaked at $248K in Q2 2021.
  • 120 funds tracked by Wall St. Rank held BlackRock Municipal Income Fund, Inc. as of Q1 2024.

Based on Altus Wealth Group's 13F filing for Q1 2024, filed 2 May 2024.