Geneos Wealth Management’s BlackRock MuniYield Arizona Fund, Inc MZA Stock Holding History

Geneos Wealth Management’s Portfolio MZA Stock Details MZA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-1,500	Closed	-$21K	–	3173
2020 Q4	$21K	Hold	1,500	–	–	﹤0.01%	1892
2020 Q3	$21K	Hold	1,500	–	–	﹤0.01%	1642
2020 Q2	$20K	Hold	1,500	–	–	﹤0.01%	1630
2020 Q1	$18K	Hold	1,500	–	–	﹤0.01%	1564
2019 Q4	$20K	Hold	1,500	–	–	﹤0.01%	1699
2019 Q3	$20K	Hold	1,500	–	–	﹤0.01%	1619
2019 Q2	$20K	Buy	+1,500	New	+$20.8K	﹤0.01%	1645

Other funds holding MZA

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

WAM

Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MWM

Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Geneos Wealth Management's MZA Position: Q1 2021 in Review

Geneos Wealth Management sold out of BlackRock MuniYield Arizona Fund, Inc (MZA) in Q1 2021, closing a stake of 1,500 shares — an estimated $21K sold.

Geneos Wealth Management first reported a position in MZA in Q2 2019 and held it in 7 quarters. The position peaked at $21K in Q4 2020. 15 funds tracked by Wall St. Rank hold MZA as of Q1 2021.

Geneos Wealth Management reported no remaining BlackRock MuniYield Arizona Fund, Inc position as of Q1 2021 after selling out during the quarter.
Geneos Wealth Management sold 1,500 BlackRock MuniYield Arizona Fund, Inc shares in Q1 2021, an estimated $21K.
Geneos Wealth Management first reported a position in BlackRock MuniYield Arizona Fund, Inc in Q2 2019 and held it in 7 quarters.
Geneos Wealth Management's BlackRock MuniYield Arizona Fund, Inc position peaked at $21K in Q4 2020.
15 funds tracked by Wall St. Rank held BlackRock MuniYield Arizona Fund, Inc as of Q1 2021.

Based on Geneos Wealth Management's 13F filing for Q1 2021, filed 17 Jun 2021.