Crown Wealth Group’s BlackRock MuniHoldings New Jersey Quality Fund MUJ Stock Holding History

Crown Wealth Group’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 Q1	–	Sell	-23,950	Closed	-$380K	–	117
2021 Q4	$380K	Buy	+23,950	New	+$371K	0.35%	51

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

SIA

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

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

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

RJFSA

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

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

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

RJA

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

Crown Wealth Group's MUJ Position: Q1 2022 in Review

Crown Wealth Group sold out of BlackRock MuniHoldings New Jersey Quality Fund (MUJ) in Q1 2022, closing a stake of 23,950 shares — an estimated $380K sold.

Crown Wealth Group first reported a position in MUJ in Q4 2021 and held it in 1 quarter. The position peaked at $380K in Q4 2021. 34 funds tracked by Wall St. Rank hold MUJ as of Q1 2022.

Crown Wealth Group reported no remaining BlackRock MuniHoldings New Jersey Quality Fund position as of Q1 2022 after selling out during the quarter.
Crown Wealth Group sold 23,950 BlackRock MuniHoldings New Jersey Quality Fund shares in Q1 2022, an estimated $380K.
Crown Wealth Group first reported a position in BlackRock MuniHoldings New Jersey Quality Fund in Q4 2021 and held it in 1 quarter.
Crown Wealth Group's BlackRock MuniHoldings New Jersey Quality Fund position peaked at $380K in Q4 2021.
34 funds tracked by Wall St. Rank held BlackRock MuniHoldings New Jersey Quality Fund as of Q1 2022.

Based on Crown Wealth Group's 13F filing for Q1 2022, filed 13 Jul 2022.