Forefront Wealth Management’s BlackRock MuniYield Pennsylvania Quality Fund MPA Stock Holding History

Forefront Wealth Management’s Portfolio MPA Stock Details MPA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-18,032	Closed	-$214K	–	43
2022 Q3	$214K	Sell	18,032 -448	-2%	-$5.84K	0.3%	41
2022 Q2	$234K	Sell	18,480 -266	-1%	-$3.41K	0.32%	39
2022 Q1	$245K	Buy	18,746 +31	+0.2%	+$443	0.24%	45
2021 Q4	$313K	Buy	+18,715	New	+$305K	0.3%	41

Other funds holding MPA

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Forefront Wealth Management's MPA Position: Q4 2022 in Review

Forefront Wealth Management sold out of BlackRock MuniYield Pennsylvania Quality Fund (MPA) in Q4 2022, closing a stake of 18,032 shares — an estimated $214K sold.

Forefront Wealth Management first reported a position in MPA in Q4 2021 and held it in 4 quarters. The position peaked at $313K in Q4 2021. 36 funds tracked by Wall St. Rank hold MPA as of Q4 2022.

Forefront Wealth Management reported no remaining BlackRock MuniYield Pennsylvania Quality Fund position as of Q4 2022 after selling out during the quarter.
Forefront Wealth Management sold 18,032 BlackRock MuniYield Pennsylvania Quality Fund shares in Q4 2022, an estimated $214K.
Forefront Wealth Management first reported a position in BlackRock MuniYield Pennsylvania Quality Fund in Q4 2021 and held it in 4 quarters.
Forefront Wealth Management's BlackRock MuniYield Pennsylvania Quality Fund position peaked at $313K in Q4 2021.
36 funds tracked by Wall St. Rank held BlackRock MuniYield Pennsylvania Quality Fund as of Q4 2022.

Based on Forefront Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.