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Freedom Wealth Alliance’s BlackRock MuniHoldings Fund MHD Stock Holding History

Freedom Wealth Alliance’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
-948
Closed -$11.5K – 296
2022
Q4 		$11.5K Buy
+948
New +$10.9K 0.02% 268

Other funds holding MHD

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Freedom Wealth Alliance's MHD Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of BlackRock MuniHoldings Fund (MHD) in Q1 2023, closing a stake of 948 shares — an estimated $11.5K sold.

Freedom Wealth Alliance first reported a position in MHD in Q4 2022 and held it in 1 quarter. The position peaked at $11.5K in Q4 2022. 108 funds tracked by Wall St. Rank hold MHD as of Q1 2023.

  • Freedom Wealth Alliance reported no remaining BlackRock MuniHoldings Fund position as of Q1 2023 after selling out during the quarter.
  • Freedom Wealth Alliance sold 948 BlackRock MuniHoldings Fund shares in Q1 2023, an estimated $11.5K.
  • Freedom Wealth Alliance first reported a position in BlackRock MuniHoldings Fund in Q4 2022 and held it in 1 quarter.
  • Freedom Wealth Alliance's BlackRock MuniHoldings Fund position peaked at $11.5K in Q4 2022.
  • 108 funds tracked by Wall St. Rank held BlackRock MuniHoldings Fund as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.