AWM
BNY

Accurate Wealth Management’s BlackRock New York Municipal Income Trust BNY Stock Holding History

Accurate Wealth Management’s Portfolio BNY Stock Details BNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,600
Closed -$16.8K – 394
2022
Q4 		$16.8K Buy
+1,600
New +$15.8K 0.01% 740

Other funds holding BNY

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $964M AUM 18.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

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

Accurate Wealth Management sold out of BlackRock New York Municipal Income Trust (BNY) in Q1 2023, closing a stake of 1,600 shares — an estimated $16.8K sold.

Accurate Wealth Management first reported a position in BNY in Q4 2022 and held it in 1 quarter. The position peaked at $16.8K in Q4 2022. 48 funds tracked by Wall St. Rank hold BNY as of Q1 2023.

  • Accurate Wealth Management reported no remaining BlackRock New York Municipal Income Trust position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 1,600 BlackRock New York Municipal Income Trust shares in Q1 2023, an estimated $16.8K.
  • Accurate Wealth Management first reported a position in BlackRock New York Municipal Income Trust in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's BlackRock New York Municipal Income Trust position peaked at $16.8K in Q4 2022.
  • 48 funds tracked by Wall St. Rank held BlackRock New York Municipal Income Trust as of Q1 2023.

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