AWS
MHN

Atria Wealth Solutions’s BlackRock MuniHoldings New Yrok Quality Fund MHN Stock Holding History

Atria Wealth Solutions’s Portfolio MHN Stock Details MHN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10,600
Closed -$111K – 2025
2023
Q4 		$111K Hold
10,600
– – ﹤0.01% 1846
2023
Q3 		$96.8K Hold
10,600
– – ﹤0.01% 1782
2023
Q2 		$111K Hold
10,600
– – ﹤0.01% 1776
2023
Q1 		$113K Buy
+10,600
New +$112K ﹤0.01% 1746

Other funds holding MHN

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Atria Wealth Solutions's MHN Position: Q1 2024 in Review

Atria Wealth Solutions sold out of BlackRock MuniHoldings New Yrok Quality Fund (MHN) in Q1 2024, closing a stake of 10,600 shares — an estimated $111K sold.

Atria Wealth Solutions first reported a position in MHN in Q1 2023 and held it in 4 quarters. The position peaked at $113K in Q1 2023. 47 funds tracked by Wall St. Rank hold MHN as of Q1 2024.

  • Atria Wealth Solutions reported no remaining BlackRock MuniHoldings New Yrok Quality Fund position as of Q1 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 10,600 BlackRock MuniHoldings New Yrok Quality Fund shares in Q1 2024, an estimated $111K.
  • Atria Wealth Solutions first reported a position in BlackRock MuniHoldings New Yrok Quality Fund in Q1 2023 and held it in 4 quarters.
  • Atria Wealth Solutions's BlackRock MuniHoldings New Yrok Quality Fund position peaked at $113K in Q1 2023.
  • 47 funds tracked by Wall St. Rank held BlackRock MuniHoldings New Yrok Quality Fund as of Q1 2024.

Based on Atria Wealth Solutions's 13F filing for Q1 2024, filed 13 May 2024.