Parisi Gray Wealth Management’s BlackRock Long-Term Municipal Advantage Trust BTA Stock Holding History

Parisi Gray Wealth Management’s Portfolio BTA Stock Details BTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-881	Closed	-$12K	–	188
2021 Q2	$12K	Buy	+881	New	+$11.7K	﹤0.01%	423
2019 Q2	–	Sell	-867	Closed	-$11K	–	157
2019 Q1	$11K	Hold	867	–	–	0.01%	370
2018 Q4	$9K	Hold	867	–	–	0.01%	402
2018 Q3	$10K	Hold	867	–	–	0.01%	403
2018 Q2	$10K	Hold	867	–	–	0.01%	410
2018 Q1	$10K	Hold	867	–	–	0.01%	433
2017 Q4	$10K	Buy	+867	New	+$10.5K	0.01%	446

Other funds holding BTA

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 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 $15.9B AUM 53.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

AMC

Asset Management Corp Northbrook, Illinois $128M AUM 6.72% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Parisi Gray Wealth Management's BTA Position: Q3 2021 in Review

Parisi Gray Wealth Management sold out of BlackRock Long-Term Municipal Advantage Trust (BTA) in Q3 2021, closing a stake of 881 shares — an estimated $12K sold.

Parisi Gray Wealth Management first reported a position in BTA in Q4 2017 and held it in 7 quarters. The position peaked at $12K in Q2 2021. 23 funds tracked by Wall St. Rank hold BTA as of Q3 2021.

Parisi Gray Wealth Management reported no remaining BlackRock Long-Term Municipal Advantage Trust position as of Q3 2021 after selling out during the quarter.
Parisi Gray Wealth Management sold 881 BlackRock Long-Term Municipal Advantage Trust shares in Q3 2021, an estimated $12K.
Parisi Gray Wealth Management first reported a position in BlackRock Long-Term Municipal Advantage Trust in Q4 2017 and held it in 7 quarters.
Parisi Gray Wealth Management's BlackRock Long-Term Municipal Advantage Trust position peaked at $12K in Q2 2021.
23 funds tracked by Wall St. Rank held BlackRock Long-Term Municipal Advantage Trust as of Q3 2021.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2021, filed 16 Nov 2021.