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

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Bank of America

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

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