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Focused Wealth Management’s BlackRock MuniHoldings Fund MHD Stock Holding History

Focused Wealth Management’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
2022
Q2 		– Sell
-118
Closed -$2K – 1014
2022
Q1 		$2K Hold
118
– – ﹤0.01% 796
2021
Q4 		$2K Hold
118
– – ﹤0.01% 814
2021
Q3 		$2K Hold
118
– – ﹤0.01% 819
2021
Q2 		$2K Hold
118
– – ﹤0.01% 823
2021
Q1 		$2K Buy
+118
New +$1.91K ﹤0.01% 814

Other funds holding MHD

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
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

Focused Wealth Management's MHD Position: Q2 2022 in Review

Focused Wealth Management sold out of BlackRock MuniHoldings Fund (MHD) in Q2 2022, closing a stake of 118 shares — an estimated $2K sold.

Focused Wealth Management first reported a position in MHD in Q1 2021 and held it in 5 quarters. The position peaked at $2K in Q1 2022. 111 funds tracked by Wall St. Rank hold MHD as of Q2 2022.

  • Focused Wealth Management reported no remaining BlackRock MuniHoldings Fund position as of Q2 2022 after selling out during the quarter.
  • Focused Wealth Management sold 118 BlackRock MuniHoldings Fund shares in Q2 2022, an estimated $2K.
  • Focused Wealth Management first reported a position in BlackRock MuniHoldings Fund in Q1 2021 and held it in 5 quarters.
  • Focused Wealth Management's BlackRock MuniHoldings Fund position peaked at $2K in Q1 2022.
  • 111 funds tracked by Wall St. Rank held BlackRock MuniHoldings Fund as of Q2 2022.

Based on Focused Wealth Management's 13F filing for Q2 2022, filed 4 Aug 2022.