AWM
BKN

AE Wealth Management’s BlackRock Investment Quality Municipal Trust BKN Stock Holding History

AE Wealth Management’s Portfolio BKN Stock Details BKN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-14,432
Closed -$249K – 1697
2021
Q3 		$249K Buy
+14,432
New +$265K ﹤0.01% 1436

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GC
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Truist Financial
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UBS Group
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CMI
Clare Market Investments Dallas, Texas $548M AUM
SWP
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AE Wealth Management's BKN Position: Q4 2021 in Review

AE Wealth Management sold out of BlackRock Investment Quality Municipal Trust (BKN) in Q4 2021, closing a stake of 14,432 shares — an estimated $249K sold.

AE Wealth Management first reported a position in BKN in Q3 2021 and held it in 1 quarter. The position peaked at $249K in Q3 2021. 58 funds tracked by Wall St. Rank hold BKN as of Q4 2021.

  • AE Wealth Management reported no remaining BlackRock Investment Quality Municipal Trust position as of Q4 2021 after selling out during the quarter.
  • AE Wealth Management sold 14,432 BlackRock Investment Quality Municipal Trust shares in Q4 2021, an estimated $249K.
  • AE Wealth Management first reported a position in BlackRock Investment Quality Municipal Trust in Q3 2021 and held it in 1 quarter.
  • AE Wealth Management's BlackRock Investment Quality Municipal Trust position peaked at $249K in Q3 2021.
  • 58 funds tracked by Wall St. Rank held BlackRock Investment Quality Municipal Trust as of Q4 2021.

Based on AE Wealth Management's 13F filing for Q4 2021, filed 20 Jan 2022.