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Altus Wealth Group’s BlackRock Income Trust BKT Stock Holding History

Altus Wealth Group’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
Q1 		– Sell
-361
Closed -$7K – 235
2020
Q4 		$7K Buy
+361
New +$6.61K 0.01% 586

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Morgan Stanley
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Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HC
HNP Capital Rochester, New York $359M AUM 3.18% 1-Year Est. Return
VRM
Vectors Research Management New York $383M AUM 30.23% 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

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

Altus Wealth Group sold out of BlackRock Income Trust (BKT) in Q1 2021, closing a stake of 361 shares — an estimated $7K sold.

Altus Wealth Group first reported a position in BKT in Q4 2020 and held it in 1 quarter. The position peaked at $7K in Q4 2020. 76 funds tracked by Wall St. Rank hold BKT as of Q1 2021.

  • Altus Wealth Group reported no remaining BlackRock Income Trust position as of Q1 2021 after selling out during the quarter.
  • Altus Wealth Group sold 361 BlackRock Income Trust shares in Q1 2021, an estimated $7K.
  • Altus Wealth Group first reported a position in BlackRock Income Trust in Q4 2020 and held it in 1 quarter.
  • Altus Wealth Group's BlackRock Income Trust position peaked at $7K in Q4 2020.
  • 76 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q1 2021.

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