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Asset Planning Inc’s BlackRock Resources & Commodities Strategy Trust BCX Stock Holding History

Asset Planning Inc’s Portfolio BCX Stock Details BCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-34
Closed -$7.69K – 305
2024
Q4 		$7.69K Buy
+34
New +$315 0.01% 256

Other funds holding BCX

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Asset Planning Inc's BCX Position: Q1 2025 in Review

Asset Planning Inc sold out of BlackRock Resources & Commodities Strategy Trust (BCX) in Q1 2025, closing a stake of 34 shares — an estimated $7.69K sold.

Asset Planning Inc first reported a position in BCX in Q4 2024 and held it in 1 quarter. The position peaked at $7.69K in Q4 2024. 118 funds tracked by Wall St. Rank hold BCX as of Q1 2025.

  • Asset Planning Inc reported no remaining BlackRock Resources & Commodities Strategy Trust position as of Q1 2025 after selling out during the quarter.
  • Asset Planning Inc sold 34 BlackRock Resources & Commodities Strategy Trust shares in Q1 2025, an estimated $7.69K.
  • Asset Planning Inc first reported a position in BlackRock Resources & Commodities Strategy Trust in Q4 2024 and held it in 1 quarter.
  • Asset Planning Inc's BlackRock Resources & Commodities Strategy Trust position peaked at $7.69K in Q4 2024.
  • 118 funds tracked by Wall St. Rank held BlackRock Resources & Commodities Strategy Trust as of Q1 2025.

Based on Asset Planning Inc's 13F filing for Q1 2025, filed 8 May 2025.