BAM
MHN

Belpointe Asset Management’s BlackRock MuniHoldings New Yrok Quality Fund MHN Stock Holding History

Belpointe Asset Management’s Portfolio MHN Stock Details MHN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-600
Closed -$6.38K – 2231
2023
Q1 		$6.38K Hold
600
– – ﹤0.01% 2917
2022
Q4 		$6.16K Buy
+600
New +$5.95K ﹤0.01% 2842

Other funds holding MHN

MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

Belpointe Asset Management's MHN Position: Q2 2023 in Review

Belpointe Asset Management sold out of BlackRock MuniHoldings New Yrok Quality Fund (MHN) in Q2 2023, closing a stake of 600 shares — an estimated $6.38K sold.

Belpointe Asset Management first reported a position in MHN in Q4 2022 and held it in 2 quarters. The position peaked at $6.38K in Q1 2023. 51 funds tracked by Wall St. Rank hold MHN as of Q2 2023.

  • Belpointe Asset Management reported no remaining BlackRock MuniHoldings New Yrok Quality Fund position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 600 BlackRock MuniHoldings New Yrok Quality Fund shares in Q2 2023, an estimated $6.38K.
  • Belpointe Asset Management first reported a position in BlackRock MuniHoldings New Yrok Quality Fund in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's BlackRock MuniHoldings New Yrok Quality Fund position peaked at $6.38K in Q1 2023.
  • 51 funds tracked by Wall St. Rank held BlackRock MuniHoldings New Yrok Quality Fund as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.