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Arkadios Wealth Advisors’s BlackRock MuniYield Quality Fund III MYI Stock Holding History

Arkadios Wealth Advisors’s Portfolio MYI Stock Details MYI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-121
Closed -$1K – 1324
2021
Q3 		$1K Sell
121
-60
-33% -$900 ﹤0.01% 1821
2021
Q2 		$2K Buy
+181
New +$2.63K ﹤0.01% 1858

Other funds holding MYI

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Arkadios Wealth Advisors's MYI Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of BlackRock MuniYield Quality Fund III (MYI) in Q4 2021, closing a stake of 121 shares — an estimated $1K sold.

Arkadios Wealth Advisors first reported a position in MYI in Q2 2021 and held it in 2 quarters. The position peaked at $2K in Q2 2021. 103 funds tracked by Wall St. Rank hold MYI as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining BlackRock MuniYield Quality Fund III position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 121 BlackRock MuniYield Quality Fund III shares in Q4 2021, an estimated $1K.
  • Arkadios Wealth Advisors first reported a position in BlackRock MuniYield Quality Fund III in Q2 2021 and held it in 2 quarters.
  • Arkadios Wealth Advisors's BlackRock MuniYield Quality Fund III position peaked at $2K in Q2 2021.
  • 103 funds tracked by Wall St. Rank held BlackRock MuniYield Quality Fund III as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.