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Ritholtz Wealth Management’s BlackRock MuniHoldings California Quality Fund MUC Stock Holding History

Ritholtz Wealth Management’s Portfolio MUC Stock Details MUC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-21,120
Closed -$233K – 855
2024
Q1 		$233K Sell
21,120
-405
-2% -$4.5K 0.01% 707
2023
Q4 		$240K Sell
21,525
-1,504
-7% -$15.3K 0.01% 655
2023
Q3 		$220K Buy
+23,029
New +$241K 0.01% 630

Other funds holding MUC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Ritholtz Wealth Management's MUC Position: Q2 2024 in Review

Ritholtz Wealth Management sold out of BlackRock MuniHoldings California Quality Fund (MUC) in Q2 2024, closing a stake of 21,120 shares — an estimated $233K sold.

Ritholtz Wealth Management first reported a position in MUC in Q3 2023 and held it in 3 quarters. The position peaked at $240K in Q4 2023. 93 funds tracked by Wall St. Rank hold MUC as of Q2 2024.

  • Ritholtz Wealth Management reported no remaining BlackRock MuniHoldings California Quality Fund position as of Q2 2024 after selling out during the quarter.
  • Ritholtz Wealth Management sold 21,120 BlackRock MuniHoldings California Quality Fund shares in Q2 2024, an estimated $233K.
  • Ritholtz Wealth Management first reported a position in BlackRock MuniHoldings California Quality Fund in Q3 2023 and held it in 3 quarters.
  • Ritholtz Wealth Management's BlackRock MuniHoldings California Quality Fund position peaked at $240K in Q4 2023.
  • 93 funds tracked by Wall St. Rank held BlackRock MuniHoldings California Quality Fund as of Q2 2024.

Based on Ritholtz Wealth Management's 13F filing for Q2 2024, filed 1 Aug 2024.