Arkadios Wealth Advisors’s BlackRock Health Sciences Trust BME Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-137	Closed	-$6K	–	726
2021 Q3	$6K	Sell	137 -361	-72%	-$17.6K	﹤0.01%	1548
2021 Q2	$24K	Buy	498 +436	+703%	+$20.8K	﹤0.01%	1199
2021 Q1	$2K	Sell	62 -93	-60%	-$4.41K	﹤0.01%	1503
2020 Q4	$7K	Buy	+155	New	+$7.03K	﹤0.01%	1036
2020 Q2	–	Sell	-74	Closed	-$2.67K	–	968
2020 Q1	$2.67K	Buy	+74	New	+$2.95K	﹤0.01%	894

Other funds holding BME

NRW

Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

NRI

NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return

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

Arkadios Wealth Advisors sold out of BlackRock Health Sciences Trust (BME) in Q4 2021, closing a stake of 137 shares — an estimated $6K sold.

Arkadios Wealth Advisors first reported a position in BME in Q1 2020 and held it in 5 quarters. The position peaked at $24K in Q2 2021. 60 funds tracked by Wall St. Rank hold BME as of Q4 2021.

Arkadios Wealth Advisors reported no remaining BlackRock Health Sciences Trust position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 137 BlackRock Health Sciences Trust shares in Q4 2021, an estimated $6K.
Arkadios Wealth Advisors first reported a position in BlackRock Health Sciences Trust in Q1 2020 and held it in 5 quarters.
Arkadios Wealth Advisors's BlackRock Health Sciences Trust position peaked at $24K in Q2 2021.
60 funds tracked by Wall St. Rank held BlackRock Health Sciences Trust as of Q4 2021.

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