Arkadios Wealth Advisors
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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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 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.