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Spire Wealth Management’s BlackRock MuniYield New York Quality Fund MYN Stock Holding History

Spire Wealth Management’s Portfolio MYN Stock Details MYN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-680
Closed -$7.15K – 2335
2024
Q1 		$7.15K Buy
+680
New +$7.05K ﹤0.01% 1821
2022
Q1 		– Sell
-4,722
Closed -$67K – 2748
2021
Q4 		$67K Buy
+4,722
New +$66.5K ﹤0.01% 1590
2021
Q2 		– Sell
-4,692
Closed -$63K – 2831
2021
Q1 		$63K Buy
+4,692
New +$62.5K ﹤0.01% 1612

Other funds holding MYN

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

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

Spire Wealth Management sold out of BlackRock MuniYield New York Quality Fund (MYN) in Q2 2024, closing a stake of 680 shares — an estimated $7.15K sold.

Spire Wealth Management first reported a position in MYN in Q1 2021 and held it in 3 quarters. The position peaked at $67K in Q4 2021. 59 funds tracked by Wall St. Rank hold MYN as of Q2 2024.

  • Spire Wealth Management reported no remaining BlackRock MuniYield New York Quality Fund position as of Q2 2024 after selling out during the quarter.
  • Spire Wealth Management sold 680 BlackRock MuniYield New York Quality Fund shares in Q2 2024, an estimated $7.15K.
  • Spire Wealth Management first reported a position in BlackRock MuniYield New York Quality Fund in Q1 2021 and held it in 3 quarters.
  • Spire Wealth Management's BlackRock MuniYield New York Quality Fund position peaked at $67K in Q4 2021.
  • 59 funds tracked by Wall St. Rank held BlackRock MuniYield New York Quality Fund as of Q2 2024.

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