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Altus Wealth Group’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

Altus Wealth Group’s Portfolio BIT Stock Details BIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-3,640
Closed -$64K – 233
2020
Q4 		$64K Buy
+3,640
New +$60K 0.06% 183

Other funds holding BIT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EDRIA
Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Altus Wealth Group's BIT Position: Q1 2021 in Review

Altus Wealth Group sold out of BlackRock Multi-Sector Income Trust (BIT) in Q1 2021, closing a stake of 3,640 shares — an estimated $64K sold.

Altus Wealth Group first reported a position in BIT in Q4 2020 and held it in 1 quarter. The position peaked at $64K in Q4 2020. 76 funds tracked by Wall St. Rank hold BIT as of Q1 2021.

  • Altus Wealth Group reported no remaining BlackRock Multi-Sector Income Trust position as of Q1 2021 after selling out during the quarter.
  • Altus Wealth Group sold 3,640 BlackRock Multi-Sector Income Trust shares in Q1 2021, an estimated $64K.
  • Altus Wealth Group first reported a position in BlackRock Multi-Sector Income Trust in Q4 2020 and held it in 1 quarter.
  • Altus Wealth Group's BlackRock Multi-Sector Income Trust position peaked at $64K in Q4 2020.
  • 76 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.