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Accurate Wealth Management’s BlackRock Income Trust BKT Stock Holding History

Accurate Wealth Management’s Portfolio BKT Stock Details BKT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,931
Closed -$25.1K – 384
2022
Q4 		$25.1K Buy
+1,931
New +$23.8K 0.01% 619

Other funds holding BKT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VRM
Vectors Research Management New York $342M AUM 19.83% 1-Year Est. Return
HC
HNP Capital Rochester, New York $359M AUM 3.18% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Accurate Wealth Management's BKT Position: Q1 2023 in Review

Accurate Wealth Management sold out of BlackRock Income Trust (BKT) in Q1 2023, closing a stake of 1,931 shares — an estimated $25.1K sold.

Accurate Wealth Management first reported a position in BKT in Q4 2022 and held it in 1 quarter. The position peaked at $25.1K in Q4 2022. 63 funds tracked by Wall St. Rank hold BKT as of Q1 2023.

  • Accurate Wealth Management reported no remaining BlackRock Income Trust position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 1,931 BlackRock Income Trust shares in Q1 2023, an estimated $25.1K.
  • Accurate Wealth Management first reported a position in BlackRock Income Trust in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's BlackRock Income Trust position peaked at $25.1K in Q4 2022.
  • 63 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.