Brandywine Oak Private Wealth’s BlackRock MuniHoldings New Jersey Quality Fund MUJ Stock Holding History

Brandywine Oak Private Wealth’s Portfolio MUJ Stock Details MUJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-14,809	Closed	-$195K	–	310
2022 Q2	$195K	Buy	+14,809	New	+$192K	0.03%	311
2022 Q1	–	Sell	-13,905	Closed	-$220K	–	351
2021 Q4	$220K	Hold	13,905	–	–	0.02%	325
2021 Q3	$217K	Hold	13,905	–	–	0.03%	319
2021 Q2	$221K	Buy	+13,905	New	+$215K	0.03%	320

Other funds holding MUJ

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Brandywine Oak Private Wealth's MUJ Position: Q3 2022 in Review

Brandywine Oak Private Wealth sold out of BlackRock MuniHoldings New Jersey Quality Fund (MUJ) in Q3 2022, closing a stake of 14,809 shares — an estimated $195K sold.

Brandywine Oak Private Wealth first reported a position in MUJ in Q2 2021 and held it in 4 quarters. The position peaked at $221K in Q2 2021. 47 funds tracked by Wall St. Rank hold MUJ as of Q3 2022.

Brandywine Oak Private Wealth reported no remaining BlackRock MuniHoldings New Jersey Quality Fund position as of Q3 2022 after selling out during the quarter.
Brandywine Oak Private Wealth sold 14,809 BlackRock MuniHoldings New Jersey Quality Fund shares in Q3 2022, an estimated $195K.
Brandywine Oak Private Wealth first reported a position in BlackRock MuniHoldings New Jersey Quality Fund in Q2 2021 and held it in 4 quarters.
Brandywine Oak Private Wealth's BlackRock MuniHoldings New Jersey Quality Fund position peaked at $221K in Q2 2021.
47 funds tracked by Wall St. Rank held BlackRock MuniHoldings New Jersey Quality Fund as of Q3 2022.

Based on Brandywine Oak Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.