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Wealthcare Advisory Partners’s BlackRock MuniAssets Fund MUA Stock Holding History

Wealthcare Advisory Partners’s Portfolio MUA Stock Details MUA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-4,525
Closed -$69K – 1355
2021
Q1 		$69K Buy
+4,525
New +$67.5K 0.01% 784

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RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $298M AUM 9.4% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Wealthcare Advisory Partners's MUA Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of BlackRock MuniAssets Fund (MUA) in Q2 2021, closing a stake of 4,525 shares — an estimated $69K sold.

Wealthcare Advisory Partners first reported a position in MUA in Q1 2021 and held it in 1 quarter. The position peaked at $69K in Q1 2021. 66 funds tracked by Wall St. Rank hold MUA as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining BlackRock MuniAssets Fund position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 4,525 BlackRock MuniAssets Fund shares in Q2 2021, an estimated $69K.
  • Wealthcare Advisory Partners first reported a position in BlackRock MuniAssets Fund in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's BlackRock MuniAssets Fund position peaked at $69K in Q1 2021.
  • 66 funds tracked by Wall St. Rank held BlackRock MuniAssets Fund as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.