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Gerber Kawasaki Wealth & Investment Management’s BlackRock MuniYield New York Quality Fund MYN Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio MYN Stock Details MYN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-2,163
Closed -$29K – 787
2021
Q3 		$29K Buy
+2,163
New +$31K ﹤0.01% 415

Other funds holding MYN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's MYN Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of BlackRock MuniYield New York Quality Fund (MYN) in Q4 2021, closing a stake of 2,163 shares — an estimated $29K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in MYN in Q3 2021 and held it in 1 quarter. The position peaked at $29K in Q3 2021. 38 funds tracked by Wall St. Rank hold MYN as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining BlackRock MuniYield New York Quality Fund position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 2,163 BlackRock MuniYield New York Quality Fund shares in Q4 2021, an estimated $29K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in BlackRock MuniYield New York Quality Fund in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's BlackRock MuniYield New York Quality Fund position peaked at $29K in Q3 2021.
  • 38 funds tracked by Wall St. Rank held BlackRock MuniYield New York Quality Fund as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.