LNWWM
BYM

Laird Norton Wetherby Wealth Management’s BlackRock Municipal Income Quality Trust BYM Stock Holding History

Laird Norton Wetherby Wealth Management’s Portfolio BYM Stock Details BYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-10,350
Closed -$116K – 920
2023
Q2 		$116K Buy
+10,350
New +$116K 0.01% 913

Other funds holding BYM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's BYM Position: Q3 2023 in Review

Laird Norton Wetherby Wealth Management sold out of BlackRock Municipal Income Quality Trust (BYM) in Q3 2023, closing a stake of 10,350 shares — an estimated $116K sold.

Laird Norton Wetherby Wealth Management first reported a position in BYM in Q2 2023 and held it in 1 quarter. The position peaked at $116K in Q2 2023. 65 funds tracked by Wall St. Rank hold BYM as of Q3 2023.

  • Laird Norton Wetherby Wealth Management reported no remaining BlackRock Municipal Income Quality Trust position as of Q3 2023 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 10,350 BlackRock Municipal Income Quality Trust shares in Q3 2023, an estimated $116K.
  • Laird Norton Wetherby Wealth Management first reported a position in BlackRock Municipal Income Quality Trust in Q2 2023 and held it in 1 quarter.
  • Laird Norton Wetherby Wealth Management's BlackRock Municipal Income Quality Trust position peaked at $116K in Q2 2023.
  • 65 funds tracked by Wall St. Rank held BlackRock Municipal Income Quality Trust as of Q3 2023.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.