Laidlaw Wealth Management’s BlackRock MuniHoldings New Jersey Quality Fund MUJ Stock Holding History

Laidlaw Wealth Management’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
2021 Q4	–	Sell	-46,571	Closed	-$728K	–	411
2021 Q3	$728K	Buy	46,571 +2,335	+5%	+$37K	0.19%	117
2021 Q2	$706K	Sell	44,236 -1,194	-3%	-$18.5K	0.18%	116
2021 Q1	$675K	Sell	45,430 -57,756	-56%	-$845K	0.23%	103
2020 Q4	$1.49M	Sell	103,186 -3,161	-3%	-$44.3K	0.31%	91
2020 Q3	$1.45M	Sell	106,347 -3,268	-3%	-$45.7K	0.64%	49
2020 Q2	$1.47M	Buy	109,615 +1,771	+2%	+$22.7K	0.77%	45
2020 Q1	$1.42M	Sell	107,844 -17,667	-14%	-$251K	0.93%	35
2019 Q4	$1.8M	Buy	+125,511	New	+$1.79M	1.14%	20

Other funds holding MUJ

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJFSA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

RJA

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

Laidlaw Wealth Management's MUJ Position: Q4 2021 in Review

Laidlaw Wealth Management sold out of BlackRock MuniHoldings New Jersey Quality Fund (MUJ) in Q4 2021, closing a stake of 46,571 shares — an estimated $728K sold.

Laidlaw Wealth Management first reported a position in MUJ in Q4 2019 and held it in 8 quarters. The position peaked at $1.8M in Q4 2019. 36 funds tracked by Wall St. Rank hold MUJ as of Q4 2021.

Laidlaw Wealth Management reported no remaining BlackRock MuniHoldings New Jersey Quality Fund position as of Q4 2021 after selling out during the quarter.
Laidlaw Wealth Management sold 46,571 BlackRock MuniHoldings New Jersey Quality Fund shares in Q4 2021, an estimated $728K.
Laidlaw Wealth Management first reported a position in BlackRock MuniHoldings New Jersey Quality Fund in Q4 2019 and held it in 8 quarters.
Laidlaw Wealth Management's BlackRock MuniHoldings New Jersey Quality Fund position peaked at $1.8M in Q4 2019.
36 funds tracked by Wall St. Rank held BlackRock MuniHoldings New Jersey Quality Fund as of Q4 2021.

Based on Laidlaw Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.