Personal CFO Solutions’s BlackRock MuniHoldings New Jersey Quality Fund MUJ Stock Holding History

Personal CFO Solutions’s Portfolio MUJ Stock Details MUJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-20,234	Closed	-$267K	–	449
2022 Q2	$267K	Buy	20,234 +1,733	+9%	+$22.4K	0.06%	295
2022 Q1	$247K	Buy	18,501 +5,441	+42%	+$77.5K	0.05%	388
2021 Q4	$207K	Buy	+13,060	New	+$203K	0.04%	433

Other funds holding MUJ

MSL

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SIA

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Personal CFO Solutions's MUJ Position: Q3 2022 in Review

Personal CFO Solutions sold out of BlackRock MuniHoldings New Jersey Quality Fund (MUJ) in Q3 2022, closing a stake of 20,234 shares — an estimated $267K sold.

Personal CFO Solutions first reported a position in MUJ in Q4 2021 and held it in 3 quarters. The position peaked at $267K in Q2 2022. 47 funds tracked by Wall St. Rank hold MUJ as of Q3 2022.

Personal CFO Solutions reported no remaining BlackRock MuniHoldings New Jersey Quality Fund position as of Q3 2022 after selling out during the quarter.
Personal CFO Solutions sold 20,234 BlackRock MuniHoldings New Jersey Quality Fund shares in Q3 2022, an estimated $267K.
Personal CFO Solutions first reported a position in BlackRock MuniHoldings New Jersey Quality Fund in Q4 2021 and held it in 3 quarters.
Personal CFO Solutions's BlackRock MuniHoldings New Jersey Quality Fund position peaked at $267K in Q2 2022.
47 funds tracked by Wall St. Rank held BlackRock MuniHoldings New Jersey Quality Fund as of Q3 2022.

Based on Personal CFO Solutions's 13F filing for Q3 2022, filed 1 Nov 2022.