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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 $1.89T AUM 35.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $34.3B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Beacon Pointe Advisors's MYI Position: Q4 2024 in Review

Beacon Pointe Advisors sold out of BlackRock MuniYield Quality Fund III (MYI) in Q4 2024, closing a stake of 10,751 shares — an estimated $129K sold.

Beacon Pointe Advisors first reported a position in MYI in Q2 2023 and held it in 6 quarters. The position peaked at $129K in Q3 2024. 102 funds tracked by Wall St. Rank hold MYI as of Q4 2024.

  • Beacon Pointe Advisors reported no remaining BlackRock MuniYield Quality Fund III position as of Q4 2024 after selling out during the quarter.
  • Beacon Pointe Advisors sold 10,751 BlackRock MuniYield Quality Fund III shares in Q4 2024, an estimated $129K.
  • Beacon Pointe Advisors first reported a position in BlackRock MuniYield Quality Fund III in Q2 2023 and held it in 6 quarters.
  • Beacon Pointe Advisors's BlackRock MuniYield Quality Fund III position peaked at $129K in Q3 2024.
  • 102 funds tracked by Wall St. Rank held BlackRock MuniYield Quality Fund III as of Q4 2024.

Based on Beacon Pointe Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.