Apollon Wealth Management’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

Apollon Wealth Management’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
2023 Q1	–	Sell	-53,770	Closed	-$764K	–	877
2022 Q4	$764K	Sell	53,770 -8,907	-14%	-$130K	0.05%	378
2022 Q3	$893K	Sell	62,677 -5,810	-8%	-$89.8K	0.07%	284
2022 Q2	$973K	Sell	68,487 -26,115	-28%	-$396K	0.08%	265
2022 Q1	$1.56M	Sell	94,602 -385	-0.4%	-$6.36K	0.11%	196
2021 Q4	$1.72M	Buy	94,987 +16,314	+21%	+$303K	0.13%	176
2021 Q3	$1.47M	Buy	78,673 +48,116	+157%	+$897K	0.2%	104
2021 Q2	$570K	Buy	+30,557	New	+$568K	0.1%	198

Other funds holding BIT

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

SCA

Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

RJA

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

Apollon Wealth Management's BIT Position: Q1 2023 in Review

Apollon Wealth Management sold out of BlackRock Multi-Sector Income Trust (BIT) in Q1 2023, closing a stake of 53,770 shares — an estimated $764K sold.

Apollon Wealth Management first reported a position in BIT in Q2 2021 and held it in 7 quarters. The position peaked at $1.72M in Q4 2021. 70 funds tracked by Wall St. Rank hold BIT as of Q1 2023.

Apollon Wealth Management reported no remaining BlackRock Multi-Sector Income Trust position as of Q1 2023 after selling out during the quarter.
Apollon Wealth Management sold 53,770 BlackRock Multi-Sector Income Trust shares in Q1 2023, an estimated $764K.
Apollon Wealth Management first reported a position in BlackRock Multi-Sector Income Trust in Q2 2021 and held it in 7 quarters.
Apollon Wealth Management's BlackRock Multi-Sector Income Trust position peaked at $1.72M in Q4 2021.
70 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q1 2023.

Based on Apollon Wealth Management's 13F filing for Q1 2023, filed 16 May 2023.