Truist Financial
MMD

Truist Financial’s MainStay MacKay DefinedTerm Municipal Opportunities Fund MMD Stock Holding History

Truist Financial’s Portfolio MMD Stock Details MMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-16,225
Closed -$274K – 2583
2024
Q3 		$274K Buy
16,225
+34
+0.2% +$568 ﹤0.01% 2187
2024
Q2 		$268K Buy
16,191
+35
+0.2% +$569 ﹤0.01% 2347
2024
Q1 		$264K Buy
16,156
+34
+0.2% +$559 ﹤0.01% 2352
2023
Q4 		$262K Buy
16,122
+36
+0.2% +$556 ﹤0.01% 2387
2023
Q3 		$256K Buy
16,086
+40
+0.2% +$665 ﹤0.01% 2337
2023
Q2 		$274K Buy
16,046
+5,026
+46% +$85.7K ﹤0.01% 2296
2023
Q1 		$192K Buy
+11,020
New +$192K ﹤0.01% 2441
2021
Q3 		– Sell
-11,304
Closed -$253K – 2781
2021
Q2 		$253K Buy
+11,304
New +$253K ﹤0.01% 2473
2020
Q3 		– Sell
-13,207
Closed -$269K – 2504
2020
Q2 		$269K Sell
13,207
-1,276
-9% -$25.3K ﹤0.01% 2022
2020
Q1 		$279K Buy
14,483
+1,607
+12% +$33.7K ﹤0.01% 1909
2019
Q4 		$271K Buy
+12,876
New +$268K ﹤0.01% 2208

Other funds holding MMD

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return