Carson Wealth (CWM LLC)
MFL

Carson Wealth (CWM LLC)’s BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND MFL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MFL Stock Details MFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-4
Closed – – 4022
2021
Q4 		$0 Buy
+4
New +$58 ﹤0.01% 3715
2021
Q2 		$0 Hold
12
– – ﹤0.01% 3043
2021
Q1 		$0 Hold
12
– – ﹤0.01% 3040
2020
Q4 		$0 Hold
12
– – ﹤0.01% 3037
2020
Q3 		$0 Hold
12
– – ﹤0.01% 3033
2020
Q2 		$0 Hold
12
– – ﹤0.01% 3031
2020
Q1 		$0 Hold
12
– – ﹤0.01% 3028
2019
Q4 		$0 Hold
12
– – ﹤0.01% 3026
2019
Q3 		$0 Hold
12
– – ﹤0.01% 3026
2019
Q2 		$0 Hold
12
– – ﹤0.01% 3025
2019
Q1 		$0 Buy
+12
New +$155 ﹤0.01% 3369

Other funds holding MFL

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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MFL Position: Q1 2022 in Review

Carson Wealth (CWM LLC) sold out of BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND (MFL) in Q1 2022, closing a stake of 4 shares.

Carson Wealth (CWM LLC) first reported a position in MFL in Q1 2019 and held it in 11 quarters. The position peaked at $0 in Q4 2021. 80 funds tracked by Wall St. Rank hold MFL as of Q1 2022.

  • Carson Wealth (CWM LLC) reported no remaining BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND position as of Q1 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 4 BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND shares in Q1 2022.
  • Carson Wealth (CWM LLC) first reported a position in BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND in Q1 2019 and held it in 11 quarters.
  • Carson Wealth (CWM LLC)'s BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND position peaked at $0 in Q4 2021.
  • 80 funds tracked by Wall St. Rank held BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND as of Q1 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2022, filed 21 Apr 2022.