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Phoenix Wealth Advisors’s BlackRock MuniHoldings Fund MHD Stock Holding History

Phoenix Wealth Advisors’s Portfolio MHD Stock Details MHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,300
Closed -$21K – 265
2021
Q3 		$21K Buy
+1,300
New +$22.1K 0.02% 260

Other funds holding MHD

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 0.66% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Phoenix Wealth Advisors's MHD Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of BlackRock MuniHoldings Fund (MHD) in Q4 2021, closing a stake of 1,300 shares — an estimated $21K sold.

Phoenix Wealth Advisors first reported a position in MHD in Q3 2021 and held it in 1 quarter. The position peaked at $21K in Q3 2021. 103 funds tracked by Wall St. Rank hold MHD as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining BlackRock MuniHoldings Fund position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 1,300 BlackRock MuniHoldings Fund shares in Q4 2021, an estimated $21K.
  • Phoenix Wealth Advisors first reported a position in BlackRock MuniHoldings Fund in Q3 2021 and held it in 1 quarter.
  • Phoenix Wealth Advisors's BlackRock MuniHoldings Fund position peaked at $21K in Q3 2021.
  • 103 funds tracked by Wall St. Rank held BlackRock MuniHoldings Fund as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.