AWM
MYD

Axxcess Wealth Management’s BlackRock MuniYield Fund MYD Stock Holding History

Axxcess Wealth Management’s Portfolio MYD Stock Details MYD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-10,011
Closed -$91.9K – 903
2023
Q3 		$91.9K Buy
+10,011
New +$101K ﹤0.01% 776

Other funds holding MYD

RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
CPC
Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Axxcess Wealth Management's MYD Position: Q4 2023 in Review

Axxcess Wealth Management sold out of BlackRock MuniYield Fund (MYD) in Q4 2023, closing a stake of 10,011 shares — an estimated $91.9K sold.

Axxcess Wealth Management first reported a position in MYD in Q3 2023 and held it in 1 quarter. The position peaked at $91.9K in Q3 2023. 97 funds tracked by Wall St. Rank hold MYD as of Q4 2023.

  • Axxcess Wealth Management reported no remaining BlackRock MuniYield Fund position as of Q4 2023 after selling out during the quarter.
  • Axxcess Wealth Management sold 10,011 BlackRock MuniYield Fund shares in Q4 2023, an estimated $91.9K.
  • Axxcess Wealth Management first reported a position in BlackRock MuniYield Fund in Q3 2023 and held it in 1 quarter.
  • Axxcess Wealth Management's BlackRock MuniYield Fund position peaked at $91.9K in Q3 2023.
  • 97 funds tracked by Wall St. Rank held BlackRock MuniYield Fund as of Q4 2023.

Based on Axxcess Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.