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Concord Wealth Partners’s BlackRock MuniHoldings Fund MHD Stock Holding History

Concord Wealth Partners’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
2023
Q1 		– Sell
-89
Closed -$1.08K – 1132
2022
Q4 		$1.08K Buy
+89
New +$1.02K ﹤0.01% 1050
2022
Q3 		– Sell
-89
Closed -$1K – 730
2022
Q2 		$1K Hold
89
– – ﹤0.01% 1154
2022
Q1 		$1K Hold
89
– – ﹤0.01% 1222
2021
Q4 		$1K Buy
+89
New +$1.48K ﹤0.01% 1241

Other funds holding MHD

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 0.66% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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

Concord Wealth Partners's MHD Position: Q1 2023 in Review

Concord Wealth Partners sold out of BlackRock MuniHoldings Fund (MHD) in Q1 2023, closing a stake of 89 shares — an estimated $1.08K sold.

Concord Wealth Partners first reported a position in MHD in Q4 2021 and held it in 4 quarters. The position peaked at $1.08K in Q4 2022. 108 funds tracked by Wall St. Rank hold MHD as of Q1 2023.

  • Concord Wealth Partners reported no remaining BlackRock MuniHoldings Fund position as of Q1 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 89 BlackRock MuniHoldings Fund shares in Q1 2023, an estimated $1.08K.
  • Concord Wealth Partners first reported a position in BlackRock MuniHoldings Fund in Q4 2021 and held it in 4 quarters.
  • Concord Wealth Partners's BlackRock MuniHoldings Fund position peaked at $1.08K in Q4 2022.
  • 108 funds tracked by Wall St. Rank held BlackRock MuniHoldings Fund as of Q1 2023.

Based on Concord Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.