JFS Wealth Advisors’s BlackRock MuniHoldings New Jersey Quality Fund MUJ Stock Holding History

JFS Wealth Advisors’s Portfolio MUJ Stock Details MUJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-62	Closed	-$628	–	2024
2023 Q3	$628	Sell	62 -160	-72%	-$1.75K	﹤0.01%	1704
2023 Q2	$2.48K	Sell	222 -349	-61%	-$3.9K	﹤0.01%	1306
2023 Q1	$6.54K	Sell	571 -151	-21%	-$1.73K	﹤0.01%	887
2022 Q4	$7.99K	Hold	722	–	–	﹤0.01%	799
2022 Q3	$8K	Sell	722 -318	-31%	-$4.15K	﹤0.01%	814
2022 Q2	$14K	Hold	1,040	–	–	﹤0.01%	669
2022 Q1	$14K	Hold	1,040	–	–	﹤0.01%	696
2021 Q4	$16K	Hold	1,040	–	–	﹤0.01%	611
2021 Q3	$16K	Hold	1,040	–	–	﹤0.01%	577
2021 Q2	$17K	Hold	1,040	–	–	﹤0.01%	389
2021 Q1	$15K	Hold	1,040	–	–	﹤0.01%	376
2020 Q4	$15K	Hold	1,040	–	–	﹤0.01%	368
2020 Q3	$14K	Hold	1,040	–	–	﹤0.01%	361
2020 Q2	$14K	Hold	1,040	–	–	﹤0.01%	349
2020 Q1	$14K	Hold	1,040	–	–	﹤0.01%	309
2019 Q4	$15K	Hold	1,040	–	–	﹤0.01%	341
2019 Q3	$15K	Sell	1,040 -375	-27%	-$5.34K	﹤0.01%	330
2019 Q2	$20K	Hold	1,415	–	–	0.01%	307
2019 Q1	$19K	Hold	1,415	–	–	0.01%	302
2018 Q4	$18K	Hold	1,415	–	–	﹤0.01%	295
2018 Q3	$18K	Hold	1,415	–	–	﹤0.01%	334
2018 Q2	$19K	Hold	1,415	–	–	0.01%	318
2018 Q1	$19K	Buy	+1,415	New	+$19.3K	0.01%	322

Other funds holding MUJ

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.76B AUM 2.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

JFS Wealth Advisors's MUJ Position: Q4 2023 in Review

JFS Wealth Advisors sold out of BlackRock MuniHoldings New Jersey Quality Fund (MUJ) in Q4 2023, closing a stake of 62 shares — an estimated $628 sold.

JFS Wealth Advisors first reported a position in MUJ in Q1 2018 and held it in 23 quarters. The position peaked at $20K in Q2 2019. 70 funds tracked by Wall St. Rank hold MUJ as of Q4 2023.

JFS Wealth Advisors reported no remaining BlackRock MuniHoldings New Jersey Quality Fund position as of Q4 2023 after selling out during the quarter.
JFS Wealth Advisors sold 62 BlackRock MuniHoldings New Jersey Quality Fund shares in Q4 2023, an estimated $628.
JFS Wealth Advisors first reported a position in BlackRock MuniHoldings New Jersey Quality Fund in Q1 2018 and held it in 23 quarters.
JFS Wealth Advisors's BlackRock MuniHoldings New Jersey Quality Fund position peaked at $20K in Q2 2019.
70 funds tracked by Wall St. Rank held BlackRock MuniHoldings New Jersey Quality Fund as of Q4 2023.

Based on JFS Wealth Advisors's 13F filing for Q4 2023, filed 7 Feb 2024.