Laird Norton Wetherby Wealth Management’s BlackRock MuniYield New York Quality Fund MYN Stock Holding History

Laird Norton Wetherby Wealth Management’s Portfolio MYN Stock Details MYN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-11,191	Closed	-$99.2K	–	960
2023 Q3	$99.2K	Sell	11,191 -642	-5%	-$6.22K	0.01%	870
2023 Q2	$120K	Buy	11,833 +707	+6%	+$7.07K	0.01%	905
2023 Q1	$113K	Sell	11,126 -33	-0.3%	-$335	0.01%	879
2022 Q4	$109K	Buy	+11,159	New	+$107K	0.01%	854
2019 Q1	–	Sell	-12,494	Closed	-$144K	–	675
2018 Q4	$144K	Buy	12,494 +422	+3%	+$4.79K	0.02%	604
2018 Q3	$139K	Hold	12,072	–	–	0.02%	645
2018 Q2	$145K	Buy	12,072 +480	+4%	+$5.74K	0.02%	620
2018 Q1	$140K	Buy	+11,592	New	+$144K	0.02%	623
2017 Q2	–	Sell	-11,249	Closed	-$146K	–	575
2017 Q1	$146K	Buy	+11,249	New	+$145K	0.03%	542

Other funds holding MYN

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

MSL

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's MYN Position: Q4 2023 in Review

Laird Norton Wetherby Wealth Management sold out of BlackRock MuniYield New York Quality Fund (MYN) in Q4 2023, closing a stake of 11,191 shares — an estimated $99.2K sold.

Laird Norton Wetherby Wealth Management first reported a position in MYN in Q1 2017 and held it in 9 quarters. The position peaked at $146K in Q1 2017. 59 funds tracked by Wall St. Rank hold MYN as of Q4 2023.

Laird Norton Wetherby Wealth Management reported no remaining BlackRock MuniYield New York Quality Fund position as of Q4 2023 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 11,191 BlackRock MuniYield New York Quality Fund shares in Q4 2023, an estimated $99.2K.
Laird Norton Wetherby Wealth Management first reported a position in BlackRock MuniYield New York Quality Fund in Q1 2017 and held it in 9 quarters.
Laird Norton Wetherby Wealth Management's BlackRock MuniYield New York Quality Fund position peaked at $146K in Q1 2017.
59 funds tracked by Wall St. Rank held BlackRock MuniYield New York Quality Fund as of Q4 2023.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.