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Accuvest Global Advisors’s BlackRock Income Trust BKT Stock Holding History

Accuvest Global Advisors’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
2024
Q1 		– Sell
-27,125
Closed -$330K – 116
2023
Q4 		$330K Buy
+27,125
New +$310K 0.35% 57

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Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VRM
Vectors Research Management New York $383M AUM 30.23% 1-Year Est. Return

Accuvest Global Advisors's BKT Position: Q1 2024 in Review

Accuvest Global Advisors sold out of BlackRock Income Trust (BKT) in Q1 2024, closing a stake of 27,125 shares — an estimated $330K sold.

Accuvest Global Advisors first reported a position in BKT in Q4 2023 and held it in 1 quarter. The position peaked at $330K in Q4 2023. 58 funds tracked by Wall St. Rank hold BKT as of Q1 2024.

  • Accuvest Global Advisors reported no remaining BlackRock Income Trust position as of Q1 2024 after selling out during the quarter.
  • Accuvest Global Advisors sold 27,125 BlackRock Income Trust shares in Q1 2024, an estimated $330K.
  • Accuvest Global Advisors first reported a position in BlackRock Income Trust in Q4 2023 and held it in 1 quarter.
  • Accuvest Global Advisors's BlackRock Income Trust position peaked at $330K in Q4 2023.
  • 58 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q1 2024.

Based on Accuvest Global Advisors's 13F filing for Q1 2024, filed 14 May 2024.