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Robertson Stephens Wealth Management’s BlackRock MuniHoldings New Jersey Quality Fund MUJ Stock Holding History

Robertson Stephens Wealth Management’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
Q4 		– Sell
-37,855
Closed -$446K – 424
2022
Q3 		$446K Hold
37,855
– – 0.05% 232
2022
Q2 		$501K Buy
+37,855
New +$490K 0.05% 235

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Bank of America
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UBS Group
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RJFSA
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Wells Fargo
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LSC
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Commonwealth Equity Services
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RJA
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