Atria Wealth Solutions’s Western Asset Municipal High Income Fund MHF Stock Holding History

Atria Wealth Solutions’s Portfolio MHF Stock Details MHF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-12,600	Closed	-$76.7K	–	1989
2023 Q3	$76.7K	Hold	12,600	–	–	﹤0.01%	1800
2023 Q2	$82.5K	Hold	12,600	–	–	﹤0.01%	1793
2023 Q1	$84K	Hold	12,600	–	–	﹤0.01%	1768
2022 Q4	$80.4K	Hold	12,600	–	–	﹤0.01%	1711
2022 Q3	$78.1K	Buy	+12,600	New	+$84K	﹤0.01%	1660

Other funds holding MHF

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Tortoise Investment Management White Plains, New York $1.33B AUM 8.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Atria Wealth Solutions's MHF Position: Q4 2023 in Review

Atria Wealth Solutions sold out of Western Asset Municipal High Income Fund (MHF) in Q4 2023, closing a stake of 12,600 shares — an estimated $76.7K sold.

Atria Wealth Solutions first reported a position in MHF in Q3 2022 and held it in 5 quarters. The position peaked at $84K in Q1 2023. 53 funds tracked by Wall St. Rank hold MHF as of Q4 2023.

Atria Wealth Solutions reported no remaining Western Asset Municipal High Income Fund position as of Q4 2023 after selling out during the quarter.
Atria Wealth Solutions sold 12,600 Western Asset Municipal High Income Fund shares in Q4 2023, an estimated $76.7K.
Atria Wealth Solutions first reported a position in Western Asset Municipal High Income Fund in Q3 2022 and held it in 5 quarters.
Atria Wealth Solutions's Western Asset Municipal High Income Fund position peaked at $84K in Q1 2023.
53 funds tracked by Wall St. Rank held Western Asset Municipal High Income Fund as of Q4 2023.

Based on Atria Wealth Solutions's 13F filing for Q4 2023, filed 2 Feb 2024.