SWM
MHN

Spire Wealth Management’s BlackRock MuniHoldings New Yrok Quality Fund MHN Stock Holding History

Spire Wealth Management’s Portfolio MHN Stock Details MHN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-24,708
Closed -$353K – 2736
2021
Q4 		$353K Buy
24,708
+24,602
+23,209% +$355K 0.01% 831
2021
Q3 		$2K Buy
+106
New +$1.57K ﹤0.01% 2470
2021
Q2 		– Sell
-27,908
Closed -$391K – 2817
2021
Q1 		$391K Buy
+27,908
New +$391K 0.01% 750

Other funds holding MHN

MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Spire Wealth Management's MHN Position: Q1 2022 in Review

Spire Wealth Management sold out of BlackRock MuniHoldings New Yrok Quality Fund (MHN) in Q1 2022, closing a stake of 24,708 shares — an estimated $353K sold.

Spire Wealth Management first reported a position in MHN in Q1 2021 and held it in 3 quarters. The position peaked at $391K in Q1 2021. 42 funds tracked by Wall St. Rank hold MHN as of Q1 2022.

  • Spire Wealth Management reported no remaining BlackRock MuniHoldings New Yrok Quality Fund position as of Q1 2022 after selling out during the quarter.
  • Spire Wealth Management sold 24,708 BlackRock MuniHoldings New Yrok Quality Fund shares in Q1 2022, an estimated $353K.
  • Spire Wealth Management first reported a position in BlackRock MuniHoldings New Yrok Quality Fund in Q1 2021 and held it in 3 quarters.
  • Spire Wealth Management's BlackRock MuniHoldings New Yrok Quality Fund position peaked at $391K in Q1 2021.
  • 42 funds tracked by Wall St. Rank held BlackRock MuniHoldings New Yrok Quality Fund as of Q1 2022.

Based on Spire Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.