Lenox Wealth Advisors’s BlackRock MuniHoldings New Yrok Quality Fund MHN Stock Holding History

Lenox Wealth Advisors’s Portfolio MHN Stock Details MHN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$71K	Hold	5,695	–	–	0.01%	203
2021 Q4	$81K	Hold	5,695	–	–	0.01%	194
2021 Q3	$83K	Hold	5,695	–	–	0.01%	173
2021 Q2	$84K	Buy	+5,695	New	+$82.5K	0.01%	166

Other funds holding MHN

MSL

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

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

HWAM

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

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

Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

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

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

Lenox Wealth Advisors's MHN Position: Q1 2022 in Review

Lenox Wealth Advisors held its BlackRock MuniHoldings New Yrok Quality Fund (MHN) position steady in Q1 2022 at 5,695 shares worth $71K. The position accounts for 0.01% of the portfolio, ranked #203.

Lenox Wealth Advisors first reported a position in MHN in Q2 2021 and has held it in 4 quarters since. The position peaked at $84K in Q2 2021. 42 funds tracked by Wall St. Rank hold MHN as of Q1 2022.

Lenox Wealth Advisors held 5,695 shares of BlackRock MuniHoldings New Yrok Quality Fund worth $71K as of Q1 2022.
Lenox Wealth Advisors left its BlackRock MuniHoldings New Yrok Quality Fund share count unchanged in Q1 2022.
BlackRock MuniHoldings New Yrok Quality Fund made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #203 holding.
Lenox Wealth Advisors first reported a position in BlackRock MuniHoldings New Yrok Quality Fund in Q2 2021 and has held it in 4 quarters since.
Lenox Wealth Advisors's BlackRock MuniHoldings New Yrok Quality Fund position peaked at $84K in Q2 2021.
42 funds tracked by Wall St. Rank held BlackRock MuniHoldings New Yrok Quality Fund as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.