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Avantax Advisory Services’s BlackRock MuniYield Quality Fund III MYI Stock Holding History

Avantax Advisory Services’s Portfolio MYI Stock Details MYI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-14,080
Closed -$134K – 1643
2023
Q3 		$134K Buy
+14,080
New +$149K ﹤0.01% 1473

Other funds holding MYI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Avantax Advisory Services's MYI Position: Q4 2023 in Review

Avantax Advisory Services sold out of BlackRock MuniYield Quality Fund III (MYI) in Q4 2023, closing a stake of 14,080 shares — an estimated $134K sold.

Avantax Advisory Services first reported a position in MYI in Q3 2023 and held it in 1 quarter. The position peaked at $134K in Q3 2023. 105 funds tracked by Wall St. Rank hold MYI as of Q4 2023.

  • Avantax Advisory Services reported no remaining BlackRock MuniYield Quality Fund III position as of Q4 2023 after selling out during the quarter.
  • Avantax Advisory Services sold 14,080 BlackRock MuniYield Quality Fund III shares in Q4 2023, an estimated $134K.
  • Avantax Advisory Services first reported a position in BlackRock MuniYield Quality Fund III in Q3 2023 and held it in 1 quarter.
  • Avantax Advisory Services's BlackRock MuniYield Quality Fund III position peaked at $134K in Q3 2023.
  • 105 funds tracked by Wall St. Rank held BlackRock MuniYield Quality Fund III as of Q4 2023.

Based on Avantax Advisory Services's 13F filing for Q4 2023, filed 7 Feb 2024.