Finer Wealth Management
MVT icon

Finer Wealth Management’s BlackRock MuniVest Fund II MVT Stock Holding History

Finer Wealth Management’s Portfolio MVT Stock Details MVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-40,544
Closed -$523K – 82
2022
Q1 		$523K Hold
40,544
– – 0.43% 49
2021
Q4 		$643K Buy
+40,544
New +$613K 0.53% 47

Other funds holding MVT

Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Finer Wealth Management's MVT Position: Q2 2022 in Review

Finer Wealth Management sold out of BlackRock MuniVest Fund II (MVT) in Q2 2022, closing a stake of 40,544 shares — an estimated $523K sold.

Finer Wealth Management first reported a position in MVT in Q4 2021 and held it in 2 quarters. The position peaked at $643K in Q4 2021. 49 funds tracked by Wall St. Rank hold MVT as of Q2 2022.

  • Finer Wealth Management reported no remaining BlackRock MuniVest Fund II position as of Q2 2022 after selling out during the quarter.
  • Finer Wealth Management sold 40,544 BlackRock MuniVest Fund II shares in Q2 2022, an estimated $523K.
  • Finer Wealth Management first reported a position in BlackRock MuniVest Fund II in Q4 2021 and held it in 2 quarters.
  • Finer Wealth Management's BlackRock MuniVest Fund II position peaked at $643K in Q4 2021.
  • 49 funds tracked by Wall St. Rank held BlackRock MuniVest Fund II as of Q2 2022.

Based on Finer Wealth Management's 13F filing for Q2 2022, filed 10 Aug 2022.