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Arkadios Wealth Advisors’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

Arkadios Wealth Advisors’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
Q4 		– Sell
-224
Closed -$4K – 710
2021
Q3 		$4K Sell
224
-1,658
-88% -$30.9K ﹤0.01% 1633
2021
Q2 		$35K Buy
1,882
+1,445
+331% +$26.8K ﹤0.01% 1055
2021
Q1 		$7K Sell
437
-179
-29% -$3.15K ﹤0.01% 1272
2020
Q4 		$10K Buy
+616
New +$10.2K ﹤0.01% 944

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Arkadios Wealth Advisors sold out of BlackRock Multi-Sector Income Trust (BIT) in Q4 2021, closing a stake of 224 shares — an estimated $4K sold.

Arkadios Wealth Advisors first reported a position in BIT in Q4 2020 and held it in 4 quarters. The position peaked at $35K in Q2 2021. 68 funds tracked by Wall St. Rank hold BIT as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining BlackRock Multi-Sector Income Trust position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 224 BlackRock Multi-Sector Income Trust shares in Q4 2021, an estimated $4K.
  • Arkadios Wealth Advisors first reported a position in BlackRock Multi-Sector Income Trust in Q4 2020 and held it in 4 quarters.
  • Arkadios Wealth Advisors's BlackRock Multi-Sector Income Trust position peaked at $35K in Q2 2021.
  • 68 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q4 2021.

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