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9258 Wealth Management’s BlackRock Resources & Commodities Strategy Trust BCX Stock Holding History

9258 Wealth Management’s Portfolio BCX Stock Details BCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$411K Buy
42,862
+57
+0.1% +$524 0.06% 229
2024
Q2 		$393K Buy
42,805
+56
+0.1% +$517 0.06% 230
2024
Q1 		$388K Sell
42,749
-59
-0.1% -$510 0.06% 230
2023
Q4 		$380K Sell
42,808
-2,863
-6% -$25.2K 0.07% 221
2023
Q3 		$421K Buy
45,671
+53
+0.1% +$497 0.08% 197
2023
Q2 		$414K Sell
45,618
-1,932
-4% -$17.9K 0.08% 207
2023
Q1 		$454K Buy
47,550
+48
+0.1% +$477 0.09% 192
2022
Q4 		$474K Sell
47,502
-851
-2% -$8.08K 0.1% 184
2022
Q3 		$420K Sell
48,353
-3,300
-6% -$29.7K 0.11% 185
2022
Q2 		$464K Sell
51,653
-1,116
-2% -$11.8K 0.12% 183
2022
Q1 		$583K Buy
52,769
+167
+0.3% +$1.7K 0.14% 170
2021
Q4 		$492K Buy
52,602
+173
+0.3% +$1.61K 0.11% 197
2021
Q3 		$468K Buy
52,429
+174
+0.3% +$1.59K 0.12% 183
2021
Q2 		$492K Sell
52,255
-31
-0.1% -$298 0.13% 171
2021
Q1 		$464K Buy
52,286
+182
+0.3% +$1.58K 0.14% 163
2020
Q4 		$386K Buy
52,104
+143
+0.3% +$935 0.13% 185
2020
Q3 		$296K Sell
51,961
-6,210
-11% -$39.4K 0.11% 202
2020
Q2 		$357K Buy
58,171
+274
+0.5% +$1.58K 0.14% 173
2020
Q1 		$323K Sell
57,897
-452
-0.8% -$3.08K 0.14% 175
2019
Q4 		$471K Sell
58,349
-806
-1% -$6.15K 0.17% 149
2019
Q3 		$442K Sell
59,155
-555
-0.9% -$4.27K 0.34% 99
2019
Q2 		$488K Sell
59,710
-5,764
-9% -$45.7K 0.39% 89
2019
Q1 		$535K Buy
65,474
+176
+0.3% +$1.39K 0.45% 74
2018
Q4 		$461K Buy
+65,298
New +$516K 0.45% 74

Other funds holding BCX

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

9258 Wealth Management's BCX Position: Q3 2024 in Review

9258 Wealth Management increased its BlackRock Resources & Commodities Strategy Trust (BCX) stake by 0.13% in Q3 2024, buying an estimated $524 and bringing the position to 42,862 shares worth $411K. The position accounts for 0.06% of the portfolio, ranked #229.

9258 Wealth Management first reported a position in BCX in Q4 2018 and has held it in 24 quarters since. The position peaked at $583K in Q1 2022. 120 funds tracked by Wall St. Rank hold BCX as of Q3 2024.

  • 9258 Wealth Management held 42,862 shares of BlackRock Resources & Commodities Strategy Trust worth $411K as of Q3 2024.
  • 9258 Wealth Management bought 57 BlackRock Resources & Commodities Strategy Trust shares in Q3 2024, an estimated $524.
  • BlackRock Resources & Commodities Strategy Trust made up 0.06% of 9258 Wealth Management's portfolio in Q3 2024, its #229 holding.
  • 9258 Wealth Management first reported a position in BlackRock Resources & Commodities Strategy Trust in Q4 2018 and has held it in 24 quarters since.
  • 9258 Wealth Management's BlackRock Resources & Commodities Strategy Trust position peaked at $583K in Q1 2022.
  • 120 funds tracked by Wall St. Rank held BlackRock Resources & Commodities Strategy Trust as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.