Kestra Private Wealth Services
MUJ icon

Kestra Private Wealth Services’s BlackRock MuniHoldings New Jersey Quality Fund MUJ Stock Holding History

Kestra Private Wealth Services’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
2024
Q4 		– Sell
-11,256
Closed -$137K – 1472
2024
Q3 		$137K Buy
+11,256
New +$133K ﹤0.01% 1298

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Sit Investment Associates
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RCM
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Guggenheim Capital
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Bank of America
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Saba Capital Management
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Kestra Private Wealth Services's MUJ Position: Q4 2024 in Review

Kestra Private Wealth Services sold out of BlackRock MuniHoldings New Jersey Quality Fund (MUJ) in Q4 2024, closing a stake of 11,256 shares — an estimated $137K sold.

Kestra Private Wealth Services first reported a position in MUJ in Q3 2024 and held it in 1 quarter. The position peaked at $137K in Q3 2024. 74 funds tracked by Wall St. Rank hold MUJ as of Q4 2024.

  • Kestra Private Wealth Services reported no remaining BlackRock MuniHoldings New Jersey Quality Fund position as of Q4 2024 after selling out during the quarter.
  • Kestra Private Wealth Services sold 11,256 BlackRock MuniHoldings New Jersey Quality Fund shares in Q4 2024, an estimated $137K.
  • Kestra Private Wealth Services first reported a position in BlackRock MuniHoldings New Jersey Quality Fund in Q3 2024 and held it in 1 quarter.
  • Kestra Private Wealth Services's BlackRock MuniHoldings New Jersey Quality Fund position peaked at $137K in Q3 2024.
  • 74 funds tracked by Wall St. Rank held BlackRock MuniHoldings New Jersey Quality Fund as of Q4 2024.

Based on Kestra Private Wealth Services's 13F filing for Q4 2024, filed 28 Jan 2025.