BPA
MYI icon

Beacon Pointe Advisors’s BlackRock MuniYield Quality Fund III MYI Stock Holding History

Beacon Pointe Advisors’s Portfolio MYI Stock Details MYI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,751
Closed -$129K – 1253
2024
Q3 		$129K Buy
10,751
+156
+1% +$1.8K ﹤0.01% 1187
2024
Q2 		$118K Buy
10,595
+157
+2% +$1.74K ﹤0.01% 1224
2024
Q1 		$120K Buy
10,438
+102
+1% +$1.16K ﹤0.01% 1299
2023
Q4 		$120K Buy
10,336
+174
+2% +$1.8K ﹤0.01% 1267
2023
Q3 		$97K Buy
10,162
+114
+1% +$1.2K ﹤0.01% 1283
2023
Q2 		$110K Buy
+10,048
New +$110K ﹤0.01% 1044

Other funds holding MYI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return