Atticus Wealth Management’s BlackRock MuniYield Quality Fund MQY Stock Holding History

Atticus Wealth Management’s Portfolio MQY Stock Details MQY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-18,300	Closed	-$223K	–	569
2023 Q4	$223K	Hold	18,300	–	–	0.08%	118
2023 Q3	$187K	Hold	18,300	–	–	0.07%	131
2023 Q2	$212K	Hold	18,300	–	–	0.08%	128
2023 Q1	$217K	Hold	18,300	–	–	0.08%	125
2022 Q4	$212K	Buy	+18,300	New	+$207K	0.09%	122
2022 Q3	–	Sell	-18,300	Closed	-$232K	–	604
2022 Q2	$232K	Hold	18,300	–	–	0.1%	123
2022 Q1	$252K	Buy	+18,300	New	+$268K	0.09%	131

Other funds holding MQY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Atticus Wealth Management's MQY Position: Q1 2024 in Review

Atticus Wealth Management sold out of BlackRock MuniYield Quality Fund (MQY) in Q1 2024, closing a stake of 18,300 shares — an estimated $223K sold.

Atticus Wealth Management first reported a position in MQY in Q1 2022 and held it in 7 quarters. The position peaked at $252K in Q1 2022. 115 funds tracked by Wall St. Rank hold MQY as of Q1 2024.

Atticus Wealth Management reported no remaining BlackRock MuniYield Quality Fund position as of Q1 2024 after selling out during the quarter.
Atticus Wealth Management sold 18,300 BlackRock MuniYield Quality Fund shares in Q1 2024, an estimated $223K.
Atticus Wealth Management first reported a position in BlackRock MuniYield Quality Fund in Q1 2022 and held it in 7 quarters.
Atticus Wealth Management's BlackRock MuniYield Quality Fund position peaked at $252K in Q1 2022.
115 funds tracked by Wall St. Rank held BlackRock MuniYield Quality Fund as of Q1 2024.

Based on Atticus Wealth Management's 13F filing for Q1 2024, filed 17 Apr 2024.