AWM
MUA icon

Axxcess Wealth Management’s BlackRock MuniAssets Fund MUA Stock Holding History

Axxcess Wealth Management’s Portfolio MUA Stock Details MUA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-12,644
Closed -$162K – 612
2022
Q1 		$162K Hold
12,644
– – 0.01% 598
2021
Q4 		$188K Buy
+12,644
New +$195K 0.01% 594

Other funds holding MUA

KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Axxcess Wealth Management's MUA Position: Q2 2022 in Review

Axxcess Wealth Management sold out of BlackRock MuniAssets Fund (MUA) in Q2 2022, closing a stake of 12,644 shares — an estimated $162K sold.

Axxcess Wealth Management first reported a position in MUA in Q4 2021 and held it in 2 quarters. The position peaked at $188K in Q4 2021. 70 funds tracked by Wall St. Rank hold MUA as of Q2 2022.

  • Axxcess Wealth Management reported no remaining BlackRock MuniAssets Fund position as of Q2 2022 after selling out during the quarter.
  • Axxcess Wealth Management sold 12,644 BlackRock MuniAssets Fund shares in Q2 2022, an estimated $162K.
  • Axxcess Wealth Management first reported a position in BlackRock MuniAssets Fund in Q4 2021 and held it in 2 quarters.
  • Axxcess Wealth Management's BlackRock MuniAssets Fund position peaked at $188K in Q4 2021.
  • 70 funds tracked by Wall St. Rank held BlackRock MuniAssets Fund as of Q2 2022.

Based on Axxcess Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.