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WealthPlan Investment Management’s BlackRock MuniAssets Fund MUA Stock Holding History

WealthPlan Investment Management’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
2023
Q2 		– Sell
-4,406
Closed -$46.4K – 434
2023
Q1 		$46.4K Buy
+4,406
New +$47.7K 0.01% 250

Other funds holding MUA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WealthPlan Investment Management's MUA Position: Q2 2023 in Review

WealthPlan Investment Management sold out of BlackRock MuniAssets Fund (MUA) in Q2 2023, closing a stake of 4,406 shares — an estimated $46.4K sold.

WealthPlan Investment Management first reported a position in MUA in Q1 2023 and held it in 1 quarter. The position peaked at $46.4K in Q1 2023. 67 funds tracked by Wall St. Rank hold MUA as of Q2 2023.

  • WealthPlan Investment Management reported no remaining BlackRock MuniAssets Fund position as of Q2 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 4,406 BlackRock MuniAssets Fund shares in Q2 2023, an estimated $46.4K.
  • WealthPlan Investment Management first reported a position in BlackRock MuniAssets Fund in Q1 2023 and held it in 1 quarter.
  • WealthPlan Investment Management's BlackRock MuniAssets Fund position peaked at $46.4K in Q1 2023.
  • 67 funds tracked by Wall St. Rank held BlackRock MuniAssets Fund as of Q2 2023.

Based on WealthPlan Investment Management's 13F filing for Q2 2023, filed 25 Jul 2023.