HHM Wealth Advisors’s BlackRock MuniAssets Fund MUA Stock Holding History

HHM Wealth Advisors’s Portfolio MUA Stock Details MUA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-2,000	Closed	-$24K	–	754
2022 Q2	$24K	Hold	2,000	–	–	0.01%	398
2022 Q1	$26K	Hold	2,000	–	–	0.01%	403
2021 Q4	$30K	Hold	2,000	–	–	0.01%	370
2021 Q3	$30K	Hold	2,000	–	–	0.01%	358
2021 Q2	$34K	Hold	2,000	–	–	0.01%	339
2021 Q1	$30K	Hold	2,000	–	–	0.01%	337
2020 Q4	$29K	Hold	2,000	–	–	0.01%	320
2020 Q3	$28K	Hold	2,000	–	–	0.01%	286
2020 Q2	$28K	Hold	2,000	–	–	0.01%	279
2020 Q1	$27K	Buy	+2,000	New	+$29.7K	0.01%	270

Other funds holding MUA

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

HHM Wealth Advisors's MUA Position: Q3 2022 in Review

HHM Wealth Advisors sold out of BlackRock MuniAssets Fund (MUA) in Q3 2022, closing a stake of 2,000 shares — an estimated $24K sold.

HHM Wealth Advisors first reported a position in MUA in Q1 2020 and held it in 10 quarters. The position peaked at $34K in Q2 2021. 67 funds tracked by Wall St. Rank hold MUA as of Q3 2022.

HHM Wealth Advisors reported no remaining BlackRock MuniAssets Fund position as of Q3 2022 after selling out during the quarter.
HHM Wealth Advisors sold 2,000 BlackRock MuniAssets Fund shares in Q3 2022, an estimated $24K.
HHM Wealth Advisors first reported a position in BlackRock MuniAssets Fund in Q1 2020 and held it in 10 quarters.
HHM Wealth Advisors's BlackRock MuniAssets Fund position peaked at $34K in Q2 2021.
67 funds tracked by Wall St. Rank held BlackRock MuniAssets Fund as of Q3 2022.

Based on HHM Wealth Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.