Avior Wealth Management’s MFS High Yield Municipal Trust CMU Stock Holding History

Avior Wealth Management’s Portfolio CMU Stock Details CMU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-551	Closed	-$1.73K	–	1543
2023 Q3	$1.73K	Buy	551 +5	+0.9%	+$16	﹤0.01%	1396
2023 Q2	$1.76K	Buy	546 +6	+1%	+$19	﹤0.01%	1365
2023 Q1	$1.74K	Buy	540 +6	+1%	+$19	﹤0.01%	1404
2022 Q4	$1.67K	Buy	534 +6	+1%	+$18	﹤0.01%	1067
2022 Q3	$1K	Buy	528 +7	+1%	+$24	﹤0.01%	1066
2022 Q2	$1K	Buy	521 +7	+1%	+$24	﹤0.01%	982
2022 Q1	$1K	Buy	514 +6	+1%	+$25	﹤0.01%	1018
2021 Q4	$2K	Buy	508 +5	+1%	+$23	﹤0.01%	968
2021 Q3	$2K	Buy	+503	New	+$2.39K	﹤0.01%	929

Other funds holding CMU

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return

RCM

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

HWAM

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Avior Wealth Management's CMU Position: Q4 2023 in Review

Avior Wealth Management sold out of MFS High Yield Municipal Trust (CMU) in Q4 2023, closing a stake of 551 shares — an estimated $1.73K sold.

Avior Wealth Management first reported a position in CMU in Q3 2021 and held it in 9 quarters. The position peaked at $2K in Q4 2021. 51 funds tracked by Wall St. Rank hold CMU as of Q4 2023.

Avior Wealth Management reported no remaining MFS High Yield Municipal Trust position as of Q4 2023 after selling out during the quarter.
Avior Wealth Management sold 551 MFS High Yield Municipal Trust shares in Q4 2023, an estimated $1.73K.
Avior Wealth Management first reported a position in MFS High Yield Municipal Trust in Q3 2021 and held it in 9 quarters.
Avior Wealth Management's MFS High Yield Municipal Trust position peaked at $2K in Q4 2021.
51 funds tracked by Wall St. Rank held MFS High Yield Municipal Trust as of Q4 2023.

Based on Avior Wealth Management's 13F filing for Q4 2023, filed 30 Jan 2024.