Valeo Financial Advisors’s BlackRock MuniHoldings New Jersey Quality Fund MUJ Stock Holding History

Valeo Financial Advisors’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	-100	Closed	-$1K	–	1318
2021 Q1	$1K	Hold	100	–	–	﹤0.01%	1911
2020 Q4	$1K	Buy	+100	New	+$1.4K	﹤0.01%	1591

Other funds holding MUJ

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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

Valeo Financial Advisors's MUJ Position: Q2 2021 in Review

Valeo Financial Advisors sold out of BlackRock MuniHoldings New Jersey Quality Fund (MUJ) in Q2 2021, closing a stake of 100 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in MUJ in Q4 2020 and held it in 2 quarters. The position peaked at $1K in Q1 2021. 35 funds tracked by Wall St. Rank hold MUJ as of Q2 2021.

Valeo Financial Advisors reported no remaining BlackRock MuniHoldings New Jersey Quality Fund position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 100 BlackRock MuniHoldings New Jersey Quality Fund shares in Q2 2021, an estimated $1K.
Valeo Financial Advisors first reported a position in BlackRock MuniHoldings New Jersey Quality Fund in Q4 2020 and held it in 2 quarters.
Valeo Financial Advisors's BlackRock MuniHoldings New Jersey Quality Fund position peaked at $1K in Q1 2021.
35 funds tracked by Wall St. Rank held BlackRock MuniHoldings New Jersey Quality Fund as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.