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Ashton Thomas Private Wealth’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Ashton Thomas Private Wealth’s Portfolio BLW Stock Details BLW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,600
Closed -$22.3K – 767
2024
Q2 		$22.3K Buy
+1,600
New +$22K ﹤0.01% 1133

Other funds holding BLW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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
BZWA
Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ashton Thomas Private Wealth's BLW Position: Q3 2024 in Review

Ashton Thomas Private Wealth sold out of BlackRock Limited Duration Income Trust (BLW) in Q3 2024, closing a stake of 1,600 shares — an estimated $22.3K sold.

Ashton Thomas Private Wealth first reported a position in BLW in Q2 2024 and held it in 1 quarter. The position peaked at $22.3K in Q2 2024. 77 funds tracked by Wall St. Rank hold BLW as of Q3 2024.

  • Ashton Thomas Private Wealth reported no remaining BlackRock Limited Duration Income Trust position as of Q3 2024 after selling out during the quarter.
  • Ashton Thomas Private Wealth sold 1,600 BlackRock Limited Duration Income Trust shares in Q3 2024, an estimated $22.3K.
  • Ashton Thomas Private Wealth first reported a position in BlackRock Limited Duration Income Trust in Q2 2024 and held it in 1 quarter.
  • Ashton Thomas Private Wealth's BlackRock Limited Duration Income Trust position peaked at $22.3K in Q2 2024.
  • 77 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q3 2024.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2024, filed 5 Nov 2024.