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Phoenix Wealth Advisors’s BlackRock MuniYield Quality Fund MQY Stock Holding History

Phoenix Wealth Advisors’s Portfolio MQY Stock Details MQY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-400
Closed -$6K – 272
2021
Q3 		$6K Hold
400
– – ﹤0.01% 328
2021
Q2 		$7K Hold
400
– – 0.01% 316
2021
Q1 		$6K Hold
400
– – ﹤0.01% 316
2020
Q4 		$7K Buy
+400
New +$6.55K 0.01% 307

Other funds holding MQY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RCG
Regatta Capital Group El Segundo, California $661M AUM 17.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Phoenix Wealth Advisors sold out of BlackRock MuniYield Quality Fund (MQY) in Q4 2021, closing a stake of 400 shares — an estimated $6K sold.

Phoenix Wealth Advisors first reported a position in MQY in Q4 2020 and held it in 4 quarters. The position peaked at $7K in Q2 2021. 126 funds tracked by Wall St. Rank hold MQY as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining BlackRock MuniYield Quality Fund position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 400 BlackRock MuniYield Quality Fund shares in Q4 2021, an estimated $6K.
  • Phoenix Wealth Advisors first reported a position in BlackRock MuniYield Quality Fund in Q4 2020 and held it in 4 quarters.
  • Phoenix Wealth Advisors's BlackRock MuniYield Quality Fund position peaked at $7K in Q2 2021.
  • 126 funds tracked by Wall St. Rank held BlackRock MuniYield Quality Fund as of Q4 2021.

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