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AE Wealth Management’s BlackRock Corporate High Yield Fund HYT Stock Holding History

AE Wealth Management’s Portfolio HYT Stock Details HYT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10,354
Closed -$98.6K – 1531
2023
Q4 		$98.6K Sell
10,354
-5,800
-36% -$50.8K ﹤0.01% 1942
2023
Q3 		$139K Buy
16,154
+1,125
+7% +$10.1K ﹤0.01% 1820
2023
Q2 		$134K Sell
15,029
-1,221
-8% -$10.6K ﹤0.01% 1780
2023
Q1 		$142K Buy
16,250
+5,731
+54% +$51.1K ﹤0.01% 1764
2022
Q4 		$91.9K Buy
+10,519
New +$91.8K ﹤0.01% 1725

Other funds holding HYT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

AE Wealth Management's HYT Position: Q1 2024 in Review

AE Wealth Management sold out of BlackRock Corporate High Yield Fund (HYT) in Q1 2024, closing a stake of 10,354 shares — an estimated $98.6K sold.

AE Wealth Management first reported a position in HYT in Q4 2022 and held it in 5 quarters. The position peaked at $142K in Q1 2023. 149 funds tracked by Wall St. Rank hold HYT as of Q1 2024.

  • AE Wealth Management reported no remaining BlackRock Corporate High Yield Fund position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 10,354 BlackRock Corporate High Yield Fund shares in Q1 2024, an estimated $98.6K.
  • AE Wealth Management first reported a position in BlackRock Corporate High Yield Fund in Q4 2022 and held it in 5 quarters.
  • AE Wealth Management's BlackRock Corporate High Yield Fund position peaked at $142K in Q1 2023.
  • 149 funds tracked by Wall St. Rank held BlackRock Corporate High Yield Fund as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.