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Spire Wealth Management’s BlackRock MuniHoldings California Quality Fund MUC Stock Holding History

Spire Wealth Management’s Portfolio MUC Stock Details MUC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-5,545
Closed -$61K – 2334
2024
Q1 		$61K Buy
5,545
+861
+18% +$9.56K ﹤0.01% 1148
2023
Q4 		$51.4K Buy
+4,684
New +$47.6K ﹤0.01% 1193

Other funds holding MUC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Spire Wealth Management's MUC Position: Q2 2024 in Review

Spire Wealth Management sold out of BlackRock MuniHoldings California Quality Fund (MUC) in Q2 2024, closing a stake of 5,545 shares — an estimated $61K sold.

Spire Wealth Management first reported a position in MUC in Q4 2023 and held it in 2 quarters. The position peaked at $61K in Q1 2024. 93 funds tracked by Wall St. Rank hold MUC as of Q2 2024.

  • Spire Wealth Management reported no remaining BlackRock MuniHoldings California Quality Fund position as of Q2 2024 after selling out during the quarter.
  • Spire Wealth Management sold 5,545 BlackRock MuniHoldings California Quality Fund shares in Q2 2024, an estimated $61K.
  • Spire Wealth Management first reported a position in BlackRock MuniHoldings California Quality Fund in Q4 2023 and held it in 2 quarters.
  • Spire Wealth Management's BlackRock MuniHoldings California Quality Fund position peaked at $61K in Q1 2024.
  • 93 funds tracked by Wall St. Rank held BlackRock MuniHoldings California Quality Fund as of Q2 2024.

Based on Spire Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.