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BerganKDV Wealth Management’s BlackRock MuniHoldings Fund MHD Stock Holding History

BerganKDV Wealth Management’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
Q1 		– Sell
-1,414
Closed -$24K – 1058
2021
Q4 		$24K Hold
1,414
– – ﹤0.01% 520
2021
Q3 		$23K Buy
+1,414
New +$24.1K ﹤0.01% 508

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
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BerganKDV Wealth Management's MHD Position: Q1 2022 in Review

BerganKDV Wealth Management sold out of BlackRock MuniHoldings Fund (MHD) in Q1 2022, closing a stake of 1,414 shares — an estimated $24K sold.

BerganKDV Wealth Management first reported a position in MHD in Q3 2021 and held it in 2 quarters. The position peaked at $24K in Q4 2021. 104 funds tracked by Wall St. Rank hold MHD as of Q1 2022.

  • BerganKDV Wealth Management reported no remaining BlackRock MuniHoldings Fund position as of Q1 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 1,414 BlackRock MuniHoldings Fund shares in Q1 2022, an estimated $24K.
  • BerganKDV Wealth Management first reported a position in BlackRock MuniHoldings Fund in Q3 2021 and held it in 2 quarters.
  • BerganKDV Wealth Management's BlackRock MuniHoldings Fund position peaked at $24K in Q4 2021.
  • 104 funds tracked by Wall St. Rank held BlackRock MuniHoldings Fund as of Q1 2022.

Based on BerganKDV Wealth Management's 13F filing for Q1 2022, filed 9 May 2022.