CSPIA
MHN

Cary Street Partners Investment Advisory’s BlackRock MuniHoldings New Yrok Quality Fund MHN Stock Holding History

Cary Street Partners Investment Advisory’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
Q4 		– Sell
-4,800
Closed -$43.8K – 1347
2023
Q3 		$43.8K Hold
4,800
– – ﹤0.01% 905
2023
Q2 		$50.3K Hold
4,800
– – ﹤0.01% 811
2023
Q1 		$51.1K Buy
+4,800
New +$50.7K ﹤0.01% 741

Other funds holding MHN

SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cary Street Partners Investment Advisory's MHN Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of BlackRock MuniHoldings New Yrok Quality Fund (MHN) in Q4 2023, closing a stake of 4,800 shares — an estimated $43.8K sold.

Cary Street Partners Investment Advisory first reported a position in MHN in Q1 2023 and held it in 3 quarters. The position peaked at $51.1K in Q1 2023. 46 funds tracked by Wall St. Rank hold MHN as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining BlackRock MuniHoldings New Yrok Quality Fund position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 4,800 BlackRock MuniHoldings New Yrok Quality Fund shares in Q4 2023, an estimated $43.8K.
  • Cary Street Partners Investment Advisory first reported a position in BlackRock MuniHoldings New Yrok Quality Fund in Q1 2023 and held it in 3 quarters.
  • Cary Street Partners Investment Advisory's BlackRock MuniHoldings New Yrok Quality Fund position peaked at $51.1K in Q1 2023.
  • 46 funds tracked by Wall St. Rank held BlackRock MuniHoldings New Yrok Quality Fund as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.