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

Kingswood 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
2024
Q4 		– Sell
-19,045
Closed -$236K – 869
2024
Q3 		$236K Hold
19,045
– – 0.02% 634
2024
Q2 		$221K Hold
19,045
– – 0.02% 612
2024
Q1 		$211K Buy
19,045
+1,900
+11% +$20.9K 0.02% 567
2023
Q4 		$182K Buy
+17,145
New +$165K 0.02% 588

Other funds holding MUA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
RCG
Regatta Capital Group El Segundo, California $661M AUM 17.85% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Kingswood Wealth Advisors's MUA Position: Q4 2024 in Review

Kingswood Wealth Advisors sold out of BlackRock MuniAssets Fund (MUA) in Q4 2024, closing a stake of 19,045 shares — an estimated $236K sold.

Kingswood Wealth Advisors first reported a position in MUA in Q4 2023 and held it in 4 quarters. The position peaked at $236K in Q3 2024. 64 funds tracked by Wall St. Rank hold MUA as of Q4 2024.

  • Kingswood Wealth Advisors reported no remaining BlackRock MuniAssets Fund position as of Q4 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 19,045 BlackRock MuniAssets Fund shares in Q4 2024, an estimated $236K.
  • Kingswood Wealth Advisors first reported a position in BlackRock MuniAssets Fund in Q4 2023 and held it in 4 quarters.
  • Kingswood Wealth Advisors's BlackRock MuniAssets Fund position peaked at $236K in Q3 2024.
  • 64 funds tracked by Wall St. Rank held BlackRock MuniAssets Fund as of Q4 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.