DWM
MYI icon

Drive Wealth Management’s BlackRock MuniYield Quality Fund III MYI Stock Holding History

Drive Wealth Management’s Portfolio MYI Stock Details MYI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-12,391
Closed -$139K – 343
2024
Q2 		$139K Sell
12,391
-8,750
-41% -$97K 0.04% 300
2024
Q1 		$244K Sell
21,141
-4,234
-17% -$48.2K 0.07% 246
2023
Q4 		$295K Buy
25,375
+2,200
+9% +$22.8K 0.1% 197
2023
Q3 		$222K Sell
23,175
-3,000
-11% -$31.6K 0.08% 225
2023
Q2 		$287K Buy
26,175
+381
+1% +$4.17K 0.11% 183
2023
Q1 		$294K Sell
25,794
-5,753
-18% -$64.3K 0.12% 179
2022
Q4 		$354K Buy
31,547
+3,852
+14% +$40.9K 0.18% 137
2022
Q3 		$290K Buy
27,695
+12,078
+77% +$141K 0.28% 111
2022
Q2 		$183K Sell
15,617
-344
-2% -$4.03K 0.17% 151
2022
Q1 		$201K Buy
15,961
+5,692
+55% +$75.8K 0.17% 150
2021
Q4 		$152K Buy
+10,269
New +$150K 0.13% 149

Other funds holding MYI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return