U.S. Capital Wealth Advisors’s BlackRock MuniYield New York Quality Fund MYN Stock Holding History

U.S. Capital Wealth Advisors’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
2023 Q1	–	Sell	-720	Closed	-$7.06K	–	1192
2022 Q4	$7.06K	Buy	+720	New	+$6.89K	﹤0.01%	1326

Other funds holding MYN

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

SCM

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return

U.S. Capital Wealth Advisors's MYN Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of BlackRock MuniYield New York Quality Fund (MYN) in Q1 2023, closing a stake of 720 shares — an estimated $7.06K sold.

U.S. Capital Wealth Advisors first reported a position in MYN in Q4 2022 and held it in 1 quarter. The position peaked at $7.06K in Q4 2022. 53 funds tracked by Wall St. Rank hold MYN as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining BlackRock MuniYield New York Quality Fund position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 720 BlackRock MuniYield New York Quality Fund shares in Q1 2023, an estimated $7.06K.
U.S. Capital Wealth Advisors first reported a position in BlackRock MuniYield New York Quality Fund in Q4 2022 and held it in 1 quarter.
U.S. Capital Wealth Advisors's BlackRock MuniYield New York Quality Fund position peaked at $7.06K in Q4 2022.
53 funds tracked by Wall St. Rank held BlackRock MuniYield New York Quality Fund as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.