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Delos Wealth Advisors’s BlackRock MuniAssets Fund MUA Stock Holding History

Delos Wealth Advisors’s Portfolio MUA Stock Details MUA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-5,000
Closed -$74K – 369
2021
Q4 		$74K Buy
+5,000
New +$77.2K 0.07% 58

Other funds holding MUA

KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Delos Wealth Advisors's MUA Position: Q1 2022 in Review

Delos Wealth Advisors sold out of BlackRock MuniAssets Fund (MUA) in Q1 2022, closing a stake of 5,000 shares — an estimated $74K sold.

Delos Wealth Advisors first reported a position in MUA in Q4 2021 and held it in 1 quarter. The position peaked at $74K in Q4 2021. 71 funds tracked by Wall St. Rank hold MUA as of Q1 2022.

  • Delos Wealth Advisors reported no remaining BlackRock MuniAssets Fund position as of Q1 2022 after selling out during the quarter.
  • Delos Wealth Advisors sold 5,000 BlackRock MuniAssets Fund shares in Q1 2022, an estimated $74K.
  • Delos Wealth Advisors first reported a position in BlackRock MuniAssets Fund in Q4 2021 and held it in 1 quarter.
  • Delos Wealth Advisors's BlackRock MuniAssets Fund position peaked at $74K in Q4 2021.
  • 71 funds tracked by Wall St. Rank held BlackRock MuniAssets Fund as of Q1 2022.

Based on Delos Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.