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Heritage Wealth Management (Arizona)’s BlackRock MuniYield Quality Fund III MYI Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio MYI Stock Details MYI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-231
Closed -$2.69K – 1069
2022
Q2 		$2.69K Buy
+231
New +$2.71K ﹤0.01% 850

Other funds holding MYI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s MYI Position: Q3 2022 in Review

Heritage Wealth Management (Arizona) sold out of BlackRock MuniYield Quality Fund III (MYI) in Q3 2022, closing a stake of 231 shares — an estimated $2.69K sold.

Heritage Wealth Management (Arizona) first reported a position in MYI in Q2 2022 and held it in 1 quarter. The position peaked at $2.69K in Q2 2022. 100 funds tracked by Wall St. Rank hold MYI as of Q3 2022.

  • Heritage Wealth Management (Arizona) reported no remaining BlackRock MuniYield Quality Fund III position as of Q3 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 231 BlackRock MuniYield Quality Fund III shares in Q3 2022, an estimated $2.69K.
  • Heritage Wealth Management (Arizona) first reported a position in BlackRock MuniYield Quality Fund III in Q2 2022 and held it in 1 quarter.
  • Heritage Wealth Management (Arizona)'s BlackRock MuniYield Quality Fund III position peaked at $2.69K in Q2 2022.
  • 100 funds tracked by Wall St. Rank held BlackRock MuniYield Quality Fund III as of Q3 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2022, filed 14 Nov 2022.