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SVB Wealth’s BlackRock MuniHoldings New Jersey Quality Fund MUJ Stock Holding History

SVB Wealth’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
2021
Q2 		– Sell
-500
Closed -$7K – 1011
2021
Q1 		$7K Buy
+500
New +$7.32K ﹤0.01% 915

Other funds holding MUJ

MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
LWM
Laidlaw Wealth Management New York City, New York $35.1M AUM 38.91% 1-Year Est. Return

SVB Wealth's MUJ Position: Q2 2021 in Review

SVB Wealth sold out of BlackRock MuniHoldings New Jersey Quality Fund (MUJ) in Q2 2021, closing a stake of 500 shares — an estimated $7K sold.

SVB Wealth first reported a position in MUJ in Q1 2021 and held it in 1 quarter. The position peaked at $7K in Q1 2021. 35 funds tracked by Wall St. Rank hold MUJ as of Q2 2021.

  • SVB Wealth reported no remaining BlackRock MuniHoldings New Jersey Quality Fund position as of Q2 2021 after selling out during the quarter.
  • SVB Wealth sold 500 BlackRock MuniHoldings New Jersey Quality Fund shares in Q2 2021, an estimated $7K.
  • SVB Wealth first reported a position in BlackRock MuniHoldings New Jersey Quality Fund in Q1 2021 and held it in 1 quarter.
  • SVB Wealth's BlackRock MuniHoldings New Jersey Quality Fund position peaked at $7K in Q1 2021.
  • 35 funds tracked by Wall St. Rank held BlackRock MuniHoldings New Jersey Quality Fund as of Q2 2021.

Based on SVB Wealth's 13F filing for Q2 2021, filed 13 Aug 2021.