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Atlas Private Wealth Management’s BlackRock MuniAssets Fund MUA Stock Holding History

Atlas Private Wealth Management’s Portfolio MUA Stock Details MUA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-3,703
Closed -$51K – 396
2020
Q3 		$51K Buy
+3,703
New +$52.6K 0.04% 185

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RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
BI
Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Atlas Private Wealth Management's MUA Position: Q4 2020 in Review

Atlas Private Wealth Management sold out of BlackRock MuniAssets Fund (MUA) in Q4 2020, closing a stake of 3,703 shares — an estimated $51K sold.

Atlas Private Wealth Management first reported a position in MUA in Q3 2020 and held it in 1 quarter. The position peaked at $51K in Q3 2020. 67 funds tracked by Wall St. Rank hold MUA as of Q4 2020.

  • Atlas Private Wealth Management reported no remaining BlackRock MuniAssets Fund position as of Q4 2020 after selling out during the quarter.
  • Atlas Private Wealth Management sold 3,703 BlackRock MuniAssets Fund shares in Q4 2020, an estimated $51K.
  • Atlas Private Wealth Management first reported a position in BlackRock MuniAssets Fund in Q3 2020 and held it in 1 quarter.
  • Atlas Private Wealth Management's BlackRock MuniAssets Fund position peaked at $51K in Q3 2020.
  • 67 funds tracked by Wall St. Rank held BlackRock MuniAssets Fund as of Q4 2020.

Based on Atlas Private Wealth Management's 13F filing for Q4 2020, filed 27 Jan 2021.