WE
MYD

Wealth Effects’s BlackRock MuniYield Fund MYD Stock Holding History

Wealth Effects’s Portfolio MYD Stock Details MYD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-12,075
Closed -$120K – 202
2022
Q3 		$120K Hold
12,075
– – 0.07% 169
2022
Q2 		$135K Hold
12,075
– – 0.08% 174
2022
Q1 		$153K Buy
12,075
+1,200
+11% +$15.9K 0.07% 190
2021
Q4 		$160K Buy
+10,875
New +$158K 0.07% 202

Other funds holding MYD

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Wealth Effects's MYD Position: Q4 2022 in Review

Wealth Effects sold out of BlackRock MuniYield Fund (MYD) in Q4 2022, closing a stake of 12,075 shares — an estimated $120K sold.

Wealth Effects first reported a position in MYD in Q4 2021 and held it in 4 quarters. The position peaked at $160K in Q4 2021. 97 funds tracked by Wall St. Rank hold MYD as of Q4 2022.

  • Wealth Effects reported no remaining BlackRock MuniYield Fund position as of Q4 2022 after selling out during the quarter.
  • Wealth Effects sold 12,075 BlackRock MuniYield Fund shares in Q4 2022, an estimated $120K.
  • Wealth Effects first reported a position in BlackRock MuniYield Fund in Q4 2021 and held it in 4 quarters.
  • Wealth Effects's BlackRock MuniYield Fund position peaked at $160K in Q4 2021.
  • 97 funds tracked by Wall St. Rank held BlackRock MuniYield Fund as of Q4 2022.

Based on Wealth Effects's 13F filing for Q4 2022, filed 2 Feb 2023.