AWA
BFK

Arkadios Wealth Advisors’s BlackRock Municipal Income Trust BFK Stock Holding History

Arkadios Wealth Advisors’s Portfolio BFK Stock Details BFK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,200
Closed -$17K – 696
2021
Q3 		$17K Hold
1,200
– – ﹤0.01% 1266
2021
Q2 		$18K Buy
+1,200
New +$18.1K ﹤0.01% 1322

Other funds holding BFK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Arkadios Wealth Advisors sold out of BlackRock Municipal Income Trust (BFK) in Q4 2021, closing a stake of 1,200 shares — an estimated $17K sold.

Arkadios Wealth Advisors first reported a position in BFK in Q2 2021 and held it in 2 quarters. The position peaked at $18K in Q2 2021. 62 funds tracked by Wall St. Rank hold BFK as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining BlackRock Municipal Income Trust position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 1,200 BlackRock Municipal Income Trust shares in Q4 2021, an estimated $17K.
  • Arkadios Wealth Advisors first reported a position in BlackRock Municipal Income Trust in Q2 2021 and held it in 2 quarters.
  • Arkadios Wealth Advisors's BlackRock Municipal Income Trust position peaked at $18K in Q2 2021.
  • 62 funds tracked by Wall St. Rank held BlackRock Municipal Income Trust as of Q4 2021.

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