AWS
MFM

Atria Wealth Solutions’s Aberdeen Municipal Income Fund MFM Stock Holding History

Atria Wealth Solutions’s Portfolio MFM Stock Details MFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-12,264
Closed -$70.2K – 2051
2024
Q3 		$70.2K Sell
12,264
-6
-0% -$33 ﹤0.01% 1872
2024
Q2 		$67K Sell
12,270
-101
-0.8% -$527 ﹤0.01% 1870
2024
Q1 		$66.4K Hold
12,371
– – ﹤0.01% 1910
2023
Q4 		$64K Buy
+12,371
New +$59.7K ﹤0.01% 1871

Other funds holding MFM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
AFS
Anderson Financial Strategies Dayton, Ohio $182M AUM 13.12% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Atria Wealth Solutions's MFM Position: Q4 2024 in Review

Atria Wealth Solutions sold out of Aberdeen Municipal Income Fund (MFM) in Q4 2024, closing a stake of 12,264 shares — an estimated $70.2K sold.

Atria Wealth Solutions first reported a position in MFM in Q4 2023 and held it in 4 quarters. The position peaked at $70.2K in Q3 2024. 84 funds tracked by Wall St. Rank hold MFM as of Q4 2024.

  • Atria Wealth Solutions reported no remaining Aberdeen Municipal Income Fund position as of Q4 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 12,264 Aberdeen Municipal Income Fund shares in Q4 2024, an estimated $70.2K.
  • Atria Wealth Solutions first reported a position in Aberdeen Municipal Income Fund in Q4 2023 and held it in 4 quarters.
  • Atria Wealth Solutions's Aberdeen Municipal Income Fund position peaked at $70.2K in Q3 2024.
  • 84 funds tracked by Wall St. Rank held Aberdeen Municipal Income Fund as of Q4 2024.

Based on Atria Wealth Solutions's 13F filing for Q4 2024, filed 31 Jan 2025.