DWM
MMU

Drive Wealth Management’s Western Asset Managed Municipals Fund MMU Stock Holding History

Drive Wealth Management’s Portfolio MMU Stock Details MMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-12,232
Closed -$128K – 332
2024
Q1 		$128K Hold
12,232
– – 0.04% 300
2023
Q4 		$124K Buy
+12,232
New +$115K 0.04% 291

Other funds holding MMU

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Drive Wealth Management's MMU Position: Q2 2024 in Review

Drive Wealth Management sold out of Western Asset Managed Municipals Fund (MMU) in Q2 2024, closing a stake of 12,232 shares — an estimated $128K sold.

Drive Wealth Management first reported a position in MMU in Q4 2023 and held it in 2 quarters. The position peaked at $128K in Q1 2024. 117 funds tracked by Wall St. Rank hold MMU as of Q2 2024.

  • Drive Wealth Management reported no remaining Western Asset Managed Municipals Fund position as of Q2 2024 after selling out during the quarter.
  • Drive Wealth Management sold 12,232 Western Asset Managed Municipals Fund shares in Q2 2024, an estimated $128K.
  • Drive Wealth Management first reported a position in Western Asset Managed Municipals Fund in Q4 2023 and held it in 2 quarters.
  • Drive Wealth Management's Western Asset Managed Municipals Fund position peaked at $128K in Q1 2024.
  • 117 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q2 2024.

Based on Drive Wealth Management's 13F filing for Q2 2024, filed 1 Aug 2024.