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

AE 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
2021 Q4	–	Sell	-4,184	Closed	-$77K	–	1698
2021 Q3	$77K	Buy	+4,184	New	+$79.9K	﹤0.01%	1565

Other funds holding BKT

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

AE Wealth Management's BKT Position: Q4 2021 in Review

AE Wealth Management sold out of BlackRock Income Trust (BKT) in Q4 2021, closing a stake of 4,184 shares — an estimated $77K sold.

AE Wealth Management first reported a position in BKT in Q3 2021 and held it in 1 quarter. The position peaked at $77K in Q3 2021. 79 funds tracked by Wall St. Rank hold BKT as of Q4 2021.

AE Wealth Management reported no remaining BlackRock Income Trust position as of Q4 2021 after selling out during the quarter.
AE Wealth Management sold 4,184 BlackRock Income Trust shares in Q4 2021, an estimated $77K.
AE Wealth Management first reported a position in BlackRock Income Trust in Q3 2021 and held it in 1 quarter.
AE Wealth Management's BlackRock Income Trust position peaked at $77K in Q3 2021.
79 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q4 2021.

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