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RWA Wealth Partners’s BlackRock MuniAssets Fund MUA Stock Holding History

RWA Wealth Partners’s Portfolio MUA Stock Details MUA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-10,700
Closed -$96.3K – 529
2023
Q3 		$96.3K Sell
10,700
-2,000
-16% -$19.7K ﹤0.01% 371
2023
Q2 		$129K Buy
+12,700
New +$131K ﹤0.01% 325

Other funds holding MUA

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RWA Wealth Partners's MUA Position: Q4 2023 in Review

RWA Wealth Partners sold out of BlackRock MuniAssets Fund (MUA) in Q4 2023, closing a stake of 10,700 shares — an estimated $96.3K sold.

RWA Wealth Partners first reported a position in MUA in Q2 2023 and held it in 2 quarters. The position peaked at $129K in Q2 2023. 70 funds tracked by Wall St. Rank hold MUA as of Q4 2023.

  • RWA Wealth Partners reported no remaining BlackRock MuniAssets Fund position as of Q4 2023 after selling out during the quarter.
  • RWA Wealth Partners sold 10,700 BlackRock MuniAssets Fund shares in Q4 2023, an estimated $96.3K.
  • RWA Wealth Partners first reported a position in BlackRock MuniAssets Fund in Q2 2023 and held it in 2 quarters.
  • RWA Wealth Partners's BlackRock MuniAssets Fund position peaked at $129K in Q2 2023.
  • 70 funds tracked by Wall St. Rank held BlackRock MuniAssets Fund as of Q4 2023.

Based on RWA Wealth Partners's 13F filing for Q4 2023, filed 1 Feb 2024.