FAG
MVT

Fortitude Advisory Group’s BlackRock MuniVest Fund II MVT Stock Holding History

Fortitude Advisory Group’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
-9,179
Closed -$118K – 881
2022
Q1 		$118K Hold
9,179
– – 0.06% 312
2021
Q4 		$145K Buy
+9,179
New +$139K 0.07% 267

Other funds holding MVT

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Fortitude Advisory Group's MVT Position: Q2 2022 in Review

Fortitude Advisory Group sold out of BlackRock MuniVest Fund II (MVT) in Q2 2022, closing a stake of 9,179 shares — an estimated $118K sold.

Fortitude Advisory Group first reported a position in MVT in Q4 2021 and held it in 2 quarters. The position peaked at $145K in Q4 2021. 49 funds tracked by Wall St. Rank hold MVT as of Q2 2022.

  • Fortitude Advisory Group reported no remaining BlackRock MuniVest Fund II position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 9,179 BlackRock MuniVest Fund II shares in Q2 2022, an estimated $118K.
  • Fortitude Advisory Group first reported a position in BlackRock MuniVest Fund II in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's BlackRock MuniVest Fund II position peaked at $145K in Q4 2021.
  • 49 funds tracked by Wall St. Rank held BlackRock MuniVest Fund II as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.