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RMR Wealth Builders’s BlackRock MuniHoldings New Jersey Quality Fund MUJ Stock Holding History

RMR Wealth Builders’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
2024
Q3 		– Sell
-11,649
Closed -$133K – 269
2024
Q2 		$133K Sell
11,649
-309
-3% -$3.48K 0.02% 247
2024
Q1 		$140K Hold
11,958
– – 0.02% 255
2023
Q4 		$136K Hold
11,958
– – 0.02% 229
2023
Q3 		$121K Hold
11,958
– – 0.02% 223
2023
Q2 		$134K Buy
11,958
+617
+5% +$6.89K 0.02% 207
2023
Q1 		$130K Buy
+11,341
New +$130K 0.02% 208
2020
Q4 		– Sell
-20,989
Closed -$285K – 542
2020
Q3 		$285K Buy
+20,989
New +$294K 0.07% 158

Other funds holding MUJ

MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RMR Wealth Builders's MUJ Position: Q3 2024 in Review

RMR Wealth Builders sold out of BlackRock MuniHoldings New Jersey Quality Fund (MUJ) in Q3 2024, closing a stake of 11,649 shares — an estimated $133K sold.

RMR Wealth Builders first reported a position in MUJ in Q3 2020 and held it in 7 quarters. The position peaked at $285K in Q3 2020. 61 funds tracked by Wall St. Rank hold MUJ as of Q3 2024.

  • RMR Wealth Builders reported no remaining BlackRock MuniHoldings New Jersey Quality Fund position as of Q3 2024 after selling out during the quarter.
  • RMR Wealth Builders sold 11,649 BlackRock MuniHoldings New Jersey Quality Fund shares in Q3 2024, an estimated $133K.
  • RMR Wealth Builders first reported a position in BlackRock MuniHoldings New Jersey Quality Fund in Q3 2020 and held it in 7 quarters.
  • RMR Wealth Builders's BlackRock MuniHoldings New Jersey Quality Fund position peaked at $285K in Q3 2020.
  • 61 funds tracked by Wall St. Rank held BlackRock MuniHoldings New Jersey Quality Fund as of Q3 2024.

Based on RMR Wealth Builders's 13F filing for Q3 2024, filed 21 Oct 2024.