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First Personal Financial Services’s BlackRock MuniHoldings Fund MHD Stock Holding History

First Personal Financial Services’s Portfolio MHD Stock Details MHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,209
Closed -$26.8K – 420
2022
Q4 		$26.8K Sell
2,209
-782
-26% -$8.97K 0.01% 264
2022
Q3 		$34K Buy
+2,991
New +$38.4K 0.01% 237

Other funds holding MHD

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.76B AUM 2.8% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

First Personal Financial Services's MHD Position: Q1 2023 in Review

First Personal Financial Services sold out of BlackRock MuniHoldings Fund (MHD) in Q1 2023, closing a stake of 2,209 shares — an estimated $26.8K sold.

First Personal Financial Services first reported a position in MHD in Q3 2022 and held it in 2 quarters. The position peaked at $34K in Q3 2022. 108 funds tracked by Wall St. Rank hold MHD as of Q1 2023.

  • First Personal Financial Services reported no remaining BlackRock MuniHoldings Fund position as of Q1 2023 after selling out during the quarter.
  • First Personal Financial Services sold 2,209 BlackRock MuniHoldings Fund shares in Q1 2023, an estimated $26.8K.
  • First Personal Financial Services first reported a position in BlackRock MuniHoldings Fund in Q3 2022 and held it in 2 quarters.
  • First Personal Financial Services's BlackRock MuniHoldings Fund position peaked at $34K in Q3 2022.
  • 108 funds tracked by Wall St. Rank held BlackRock MuniHoldings Fund as of Q1 2023.

Based on First Personal Financial Services's 13F filing for Q1 2023, filed 24 Apr 2023.