FAIM
MVF

Financial Advocates Investment Management’s BlackRock MuniVest Fund MVF Stock Holding History

Financial Advocates Investment Management’s Portfolio MVF Stock Details MVF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-34,436
Closed -$238K – 749
2023
Q1 		$238K Buy
34,436
+2,331
+7% +$16.2K 0.02% 626
2022
Q4 		$225K Sell
32,105
-66
-0.2% -$443 0.02% 643
2022
Q3 		$214K Buy
+32,171
New +$238K 0.02% 660

Other funds holding MVF

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Financial Advocates Investment Management's MVF Position: Q2 2023 in Review

Financial Advocates Investment Management sold out of BlackRock MuniVest Fund (MVF) in Q2 2023, closing a stake of 34,436 shares — an estimated $238K sold.

Financial Advocates Investment Management first reported a position in MVF in Q3 2022 and held it in 3 quarters. The position peaked at $238K in Q1 2023. 100 funds tracked by Wall St. Rank hold MVF as of Q2 2023.

  • Financial Advocates Investment Management reported no remaining BlackRock MuniVest Fund position as of Q2 2023 after selling out during the quarter.
  • Financial Advocates Investment Management sold 34,436 BlackRock MuniVest Fund shares in Q2 2023, an estimated $238K.
  • Financial Advocates Investment Management first reported a position in BlackRock MuniVest Fund in Q3 2022 and held it in 3 quarters.
  • Financial Advocates Investment Management's BlackRock MuniVest Fund position peaked at $238K in Q1 2023.
  • 100 funds tracked by Wall St. Rank held BlackRock MuniVest Fund as of Q2 2023.

Based on Financial Advocates Investment Management's 13F filing for Q2 2023, filed 7 Aug 2023.