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B. Riley Wealth Advisors’s BlackRock MuniHoldings Fund MHD Stock Holding History

B. Riley Wealth Advisors’s Portfolio MHD Stock Details MHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-39,480
Closed -$562K – 1328
2022
Q1 		$562K Sell
39,480
-6,553
-14% -$98.4K 0.02% 691
2021
Q4 		$772K Buy
46,033
+389
+0.9% +$6.45K 0.02% 619
2021
Q3 		$748K Buy
45,644
+399
+0.9% +$6.8K 0.02% 618
2021
Q2 		$760K Buy
45,245
+403
+0.9% +$6.67K 0.02% 610
2021
Q1 		$718K Buy
44,842
+442
+1% +$7.14K 0.03% 581
2020
Q4 		$720K Buy
44,400
+2,397
+6% +$37.4K 0.04% 425
2020
Q3 		$639K Sell
42,003
-973
-2% -$15.1K 0.03% 447
2020
Q2 		$642K Sell
42,976
-1,568
-4% -$22.8K 0.04% 377
2020
Q1 		$694K Buy
44,544
+4,278
+11% +$70.7K 0.06% 306
2019
Q4 		$683K Buy
40,266
+309
+0.8% +$5.15K 0.06% 325
2019
Q3 		$656K Sell
39,957
-24,130
-38% -$405K 0.06% 318
2019
Q2 		$1.1M Buy
64,087
+670
+1% +$10.9K 0.12% 192
2019
Q1 		$1.01M Buy
63,417
+25,977
+69% +$401K 0.13% 184
2018
Q4 		$552K Buy
37,440
+24,639
+192% +$361K 0.08% 271
2018
Q3 		$191K Buy
+12,801
New +$198K 0.02% 652
2015
Q1 		– Sell
-8,066
Closed -$138 – 1407
2014
Q4 		$138 Buy
+8,066
New +$133K ﹤0.01% 1558
2014
Q3 		– Sell
-9,415
Closed -$153K – 1385
2014
Q2 		$153K Buy
9,415
+65
+0.7% +$1.05K 0.04% 548
2014
Q1 		$146K Buy
9,350
+43
+0.5% +$661 0.04% 500
2013
Q4 		$135K Buy
9,307
+95
+1% +$1.41K 0.04% 470
2013
Q3 		$141K Buy
9,212
+64
+0.7% +$984 0.05% 446
2013
Q2 		$153K Buy
+9,148
New +$160K 0.05% 419

Other funds holding MHD

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

B. Riley Wealth Advisors's MHD Position: Q2 2022 in Review

B. Riley Wealth Advisors sold out of BlackRock MuniHoldings Fund (MHD) in Q2 2022, closing a stake of 39,480 shares — an estimated $562K sold.

B. Riley Wealth Advisors first reported a position in MHD in Q2 2013 and held it in 21 quarters. The position peaked at $1.1M in Q2 2019. 111 funds tracked by Wall St. Rank hold MHD as of Q2 2022.

  • B. Riley Wealth Advisors reported no remaining BlackRock MuniHoldings Fund position as of Q2 2022 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 39,480 BlackRock MuniHoldings Fund shares in Q2 2022, an estimated $562K.
  • B. Riley Wealth Advisors first reported a position in BlackRock MuniHoldings Fund in Q2 2013 and held it in 21 quarters.
  • B. Riley Wealth Advisors's BlackRock MuniHoldings Fund position peaked at $1.1M in Q2 2019.
  • 111 funds tracked by Wall St. Rank held BlackRock MuniHoldings Fund as of Q2 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.