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

Other funds holding MUJ

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Robertson Stephens Wealth Management's MUJ Position: Q4 2022 in Review

Robertson Stephens Wealth Management sold out of BlackRock MuniHoldings New Jersey Quality Fund (MUJ) in Q4 2022, closing a stake of 37,855 shares — an estimated $446K sold.

Robertson Stephens Wealth Management first reported a position in MUJ in Q2 2022 and held it in 2 quarters. The position peaked at $501K in Q2 2022. 61 funds tracked by Wall St. Rank hold MUJ as of Q4 2022.

Robertson Stephens Wealth Management reported no remaining BlackRock MuniHoldings New Jersey Quality Fund position as of Q4 2022 after selling out during the quarter.
Robertson Stephens Wealth Management sold 37,855 BlackRock MuniHoldings New Jersey Quality Fund shares in Q4 2022, an estimated $446K.
Robertson Stephens Wealth Management first reported a position in BlackRock MuniHoldings New Jersey Quality Fund in Q2 2022 and held it in 2 quarters.
Robertson Stephens Wealth Management's BlackRock MuniHoldings New Jersey Quality Fund position peaked at $501K in Q2 2022.
61 funds tracked by Wall St. Rank held BlackRock MuniHoldings New Jersey Quality Fund as of Q4 2022.

Based on Robertson Stephens Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.