Total Clarity Wealth Management’s BlackRock MuniYield Pennsylvania Quality Fund MPA Stock Holding History

Total Clarity Wealth Management’s Portfolio MPA Stock Details MPA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-11,500	Closed	-$147K	–	276
2024 Q2	$147K	Hold	11,500	–	–	0.05%	238
2024 Q1	$139K	Hold	11,500	–	–	0.05%	260
2023 Q4	$134K	Hold	11,500	–	–	0.05%	230
2023 Q3	$119K	Sell	11,500 -500	-4%	-$5.61K	0.06%	216
2023 Q2	$140K	Hold	12,000	–	–	0.07%	209
2023 Q1	$141K	Sell	12,000 -14,709	-55%	-$168K	0.08%	173
2022 Q4	$294K	Buy	+26,709	New	+$293K	0.15%	162

Other funds holding MPA

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

HTC

Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

Total Clarity Wealth Management's MPA Position: Q3 2024 in Review

Total Clarity Wealth Management sold out of BlackRock MuniYield Pennsylvania Quality Fund (MPA) in Q3 2024, closing a stake of 11,500 shares — an estimated $147K sold.

Total Clarity Wealth Management first reported a position in MPA in Q4 2022 and held it in 7 quarters. The position peaked at $294K in Q4 2022. 21 funds tracked by Wall St. Rank hold MPA as of Q3 2024.

Total Clarity Wealth Management reported no remaining BlackRock MuniYield Pennsylvania Quality Fund position as of Q3 2024 after selling out during the quarter.
Total Clarity Wealth Management sold 11,500 BlackRock MuniYield Pennsylvania Quality Fund shares in Q3 2024, an estimated $147K.
Total Clarity Wealth Management first reported a position in BlackRock MuniYield Pennsylvania Quality Fund in Q4 2022 and held it in 7 quarters.
Total Clarity Wealth Management's BlackRock MuniYield Pennsylvania Quality Fund position peaked at $294K in Q4 2022.
21 funds tracked by Wall St. Rank held BlackRock MuniYield Pennsylvania Quality Fund as of Q3 2024.

Based on Total Clarity Wealth Management's 13F filing for Q3 2024, filed 21 Oct 2024.