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West Paces Advisors’s BlackRock MuniAssets Fund MUA Stock Holding History

West Paces Advisors’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
Q1 		– Sell
-878
Closed -$9.51K – 574
2022
Q4 		$9.5K Hold
878
– – ﹤0.01% 357
2022
Q3 		$9.02K Hold
878
– – ﹤0.01% 353
2022
Q2 		$10.7K Buy
+878
New +$10.4K ﹤0.01% 362
2021
Q3 		– Sell
-541
Closed -$9.12K – 618
2021
Q2 		$9.12K Buy
+541
New +$8.59K ﹤0.01% 366

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
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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

West Paces Advisors's MUA Position: Q1 2023 in Review

West Paces Advisors sold out of BlackRock MuniAssets Fund (MUA) in Q1 2023, closing a stake of 878 shares — an estimated $9.51K sold.

West Paces Advisors first reported a position in MUA in Q2 2021 and held it in 4 quarters. The position peaked at $10.7K in Q2 2022. 69 funds tracked by Wall St. Rank hold MUA as of Q1 2023.

  • West Paces Advisors reported no remaining BlackRock MuniAssets Fund position as of Q1 2023 after selling out during the quarter.
  • West Paces Advisors sold 878 BlackRock MuniAssets Fund shares in Q1 2023, an estimated $9.51K.
  • West Paces Advisors first reported a position in BlackRock MuniAssets Fund in Q2 2021 and held it in 4 quarters.
  • West Paces Advisors's BlackRock MuniAssets Fund position peaked at $10.7K in Q2 2022.
  • 69 funds tracked by Wall St. Rank held BlackRock MuniAssets Fund as of Q1 2023.

Based on West Paces Advisors's 13F filing for Q1 2023, filed 18 Dec 2023.