Arkadios Wealth Advisors’s BlackRock Resources & Commodities Strategy Trust BCX Stock Holding History

Arkadios Wealth Advisors’s Portfolio BCX Stock Details BCX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1,845	Closed	-$16K	–	690
2021 Q3	$16K	Sell	1,845 -5,215	-74%	-$47.7K	﹤0.01%	1289
2021 Q2	$66K	Buy	7,060 +5,788	+455%	+$55.6K	0.01%	846
2021 Q1	$11K	Sell	1,272 -288	-18%	-$2.49K	﹤0.01%	1147
2020 Q4	$11K	Buy	+1,560	New	+$10.2K	﹤0.01%	920

Other funds holding BCX

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

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

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

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

RJA

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Arkadios Wealth Advisors's BCX Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of BlackRock Resources & Commodities Strategy Trust (BCX) in Q4 2021, closing a stake of 1,845 shares — an estimated $16K sold.

Arkadios Wealth Advisors first reported a position in BCX in Q4 2020 and held it in 4 quarters. The position peaked at $66K in Q2 2021. 121 funds tracked by Wall St. Rank hold BCX as of Q4 2021.

Arkadios Wealth Advisors reported no remaining BlackRock Resources & Commodities Strategy Trust position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 1,845 BlackRock Resources & Commodities Strategy Trust shares in Q4 2021, an estimated $16K.
Arkadios Wealth Advisors first reported a position in BlackRock Resources & Commodities Strategy Trust in Q4 2020 and held it in 4 quarters.
Arkadios Wealth Advisors's BlackRock Resources & Commodities Strategy Trust position peaked at $66K in Q2 2021.
121 funds tracked by Wall St. Rank held BlackRock Resources & Commodities Strategy Trust as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.