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B. Riley Wealth Advisors’s BlackRock Virginia Muni Bond Trust BHV Stock Holding History

B. Riley Wealth Advisors’s Portfolio BHV Stock Details BHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-38,521
Closed -$413K – 1491
2023
Q2 		$413K Buy
+38,521
New +$411K 0.01% 955

Other funds holding BHV

MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CWP
Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return

B. Riley Wealth Advisors's BHV Position: Q3 2023 in Review

B. Riley Wealth Advisors sold out of BlackRock Virginia Muni Bond Trust (BHV) in Q3 2023, closing a stake of 38,521 shares — an estimated $413K sold.

B. Riley Wealth Advisors first reported a position in BHV in Q2 2023 and held it in 1 quarter. The position peaked at $413K in Q2 2023. 15 funds tracked by Wall St. Rank hold BHV as of Q3 2023.

  • B. Riley Wealth Advisors reported no remaining BlackRock Virginia Muni Bond Trust position as of Q3 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 38,521 BlackRock Virginia Muni Bond Trust shares in Q3 2023, an estimated $413K.
  • B. Riley Wealth Advisors first reported a position in BlackRock Virginia Muni Bond Trust in Q2 2023 and held it in 1 quarter.
  • B. Riley Wealth Advisors's BlackRock Virginia Muni Bond Trust position peaked at $413K in Q2 2023.
  • 15 funds tracked by Wall St. Rank held BlackRock Virginia Muni Bond Trust as of Q3 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2023, filed 1 Dec 2023.