Drive Wealth Management’s BlackRock MuniHoldings Quality Fund II MUE Stock Holding History

Drive Wealth Management’s Portfolio MUE Stock Details MUE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-10,240	Closed	-$110K	–	370
2024 Q3	$110K	Sell	10,240 -3,000	-23%	-$31.3K	0.03%	309
2024 Q2	$136K	Hold	13,240	–	–	0.04%	302
2024 Q1	$135K	Hold	13,240	–	–	0.04%	299
2023 Q4	$133K	Hold	13,240	–	–	0.04%	286
2023 Q3	$117K	Hold	13,240	–	–	0.04%	260
2023 Q2	$129K	Hold	13,240	–	–	0.05%	262
2023 Q1	$133K	Buy	+13,240	New	+$134K	0.06%	270

Other funds holding MUE

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Drive Wealth Management's MUE Position: Q4 2024 in Review

Drive Wealth Management sold out of BlackRock MuniHoldings Quality Fund II (MUE) in Q4 2024, closing a stake of 10,240 shares — an estimated $110K sold.

Drive Wealth Management first reported a position in MUE in Q1 2023 and held it in 7 quarters. The position peaked at $136K in Q2 2024. 62 funds tracked by Wall St. Rank hold MUE as of Q4 2024.

Drive Wealth Management reported no remaining BlackRock MuniHoldings Quality Fund II position as of Q4 2024 after selling out during the quarter.
Drive Wealth Management sold 10,240 BlackRock MuniHoldings Quality Fund II shares in Q4 2024, an estimated $110K.
Drive Wealth Management first reported a position in BlackRock MuniHoldings Quality Fund II in Q1 2023 and held it in 7 quarters.
Drive Wealth Management's BlackRock MuniHoldings Quality Fund II position peaked at $136K in Q2 2024.
62 funds tracked by Wall St. Rank held BlackRock MuniHoldings Quality Fund II as of Q4 2024.

Based on Drive Wealth Management's 13F filing for Q4 2024, filed 22 Jan 2025.