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OneDigital Investment Advisors’s BlackRock MuniAssets Fund MUA Stock Holding History

OneDigital Investment Advisors’s Portfolio MUA Stock Details MUA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-10,830
Closed -$165K – 819
2021
Q3 		$165K Hold
10,830
– – 0.01% 707
2021
Q2 		$183K Hold
10,830
– – 0.01% 692
2021
Q1 		$165K Hold
10,830
– – 0.01% 636
2020
Q4 		$159K Buy
+10,830
New +$154K 0.01% 619

Other funds holding MUA

KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

OneDigital Investment Advisors's MUA Position: Q4 2021 in Review

OneDigital Investment Advisors sold out of BlackRock MuniAssets Fund (MUA) in Q4 2021, closing a stake of 10,830 shares — an estimated $165K sold.

OneDigital Investment Advisors first reported a position in MUA in Q4 2020 and held it in 4 quarters. The position peaked at $183K in Q2 2021. 75 funds tracked by Wall St. Rank hold MUA as of Q4 2021.

  • OneDigital Investment Advisors reported no remaining BlackRock MuniAssets Fund position as of Q4 2021 after selling out during the quarter.
  • OneDigital Investment Advisors sold 10,830 BlackRock MuniAssets Fund shares in Q4 2021, an estimated $165K.
  • OneDigital Investment Advisors first reported a position in BlackRock MuniAssets Fund in Q4 2020 and held it in 4 quarters.
  • OneDigital Investment Advisors's BlackRock MuniAssets Fund position peaked at $183K in Q2 2021.
  • 75 funds tracked by Wall St. Rank held BlackRock MuniAssets Fund as of Q4 2021.

Based on OneDigital Investment Advisors's 13F filing for Q4 2021, filed 23 Feb 2022.