B. Riley Wealth Advisors’s BlackRock MuniHoldings California Quality Fund MUC Stock Holding History

B. Riley Wealth Advisors’s Portfolio MUC Stock Details MUC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-13,863	Closed	-$160K	–	1238
2024 Q3	$160K	Buy	13,863 +92	+0.7%	+$1.04K	﹤0.01%	1170
2024 Q2	$154K	Sell	13,771 -5,051	-27%	-$54.9K	﹤0.01%	1271
2024 Q1	$181K	Buy	18,822 +5,159	+38%	+$57.3K	﹤0.01%	1292
2023 Q4	$152K	Sell	13,663 -5,159	-27%	-$52.4K	﹤0.01%	1293
2023 Q3	$181K	Sell	18,822 -6,677	-26%	-$69.9K	﹤0.01%	1292
2023 Q2	$277K	Buy	25,499 +137	+0.5%	+$1.47K	0.01%	1163
2023 Q1	$281K	Sell	25,362 -4,666	-16%	-$51.7K	0.01%	1105
2022 Q4	$322K	Buy	+30,028	New	+$320K	0.01%	1014

Other funds holding MUC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

RCM

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

SCM

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

B. Riley Wealth Advisors's MUC Position: Q4 2024 in Review

B. Riley Wealth Advisors sold out of BlackRock MuniHoldings California Quality Fund (MUC) in Q4 2024, closing a stake of 13,863 shares — an estimated $160K sold.

B. Riley Wealth Advisors first reported a position in MUC in Q4 2022 and held it in 8 quarters. The position peaked at $322K in Q4 2022. 110 funds tracked by Wall St. Rank hold MUC as of Q4 2024.

B. Riley Wealth Advisors reported no remaining BlackRock MuniHoldings California Quality Fund position as of Q4 2024 after selling out during the quarter.
B. Riley Wealth Advisors sold 13,863 BlackRock MuniHoldings California Quality Fund shares in Q4 2024, an estimated $160K.
B. Riley Wealth Advisors first reported a position in BlackRock MuniHoldings California Quality Fund in Q4 2022 and held it in 8 quarters.
B. Riley Wealth Advisors's BlackRock MuniHoldings California Quality Fund position peaked at $322K in Q4 2022.
110 funds tracked by Wall St. Rank held BlackRock MuniHoldings California Quality Fund as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.