LWP
MVT

Laurel Wealth Planning’s BlackRock MuniVest Fund II MVT Stock Holding History

Laurel Wealth Planning’s Portfolio MVT Stock Details MVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-2,200
Closed -$28K – 270
2022
Q1 		$28K Buy
+2,200
New +$30.9K 0.02% 144

Other funds holding MVT

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Laurel Wealth Planning's MVT Position: Q2 2022 in Review

Laurel Wealth Planning sold out of BlackRock MuniVest Fund II (MVT) in Q2 2022, closing a stake of 2,200 shares — an estimated $28K sold.

Laurel Wealth Planning first reported a position in MVT in Q1 2022 and held it in 1 quarter. The position peaked at $28K in Q1 2022. 49 funds tracked by Wall St. Rank hold MVT as of Q2 2022.

  • Laurel Wealth Planning reported no remaining BlackRock MuniVest Fund II position as of Q2 2022 after selling out during the quarter.
  • Laurel Wealth Planning sold 2,200 BlackRock MuniVest Fund II shares in Q2 2022, an estimated $28K.
  • Laurel Wealth Planning first reported a position in BlackRock MuniVest Fund II in Q1 2022 and held it in 1 quarter.
  • Laurel Wealth Planning's BlackRock MuniVest Fund II position peaked at $28K in Q1 2022.
  • 49 funds tracked by Wall St. Rank held BlackRock MuniVest Fund II as of Q2 2022.

Based on Laurel Wealth Planning's 13F filing for Q2 2022, filed 9 Aug 2022.