Atria Wealth Solutions’s BlackRock Resources & Commodities Strategy Trust BCX Stock Holding History

Atria Wealth Solutions’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
2024 Q3	–	Sell	-11,483	Closed	-$106K	–	1925
2024 Q2	$106K	Sell	11,483 -100,450	-90%	-$927K	﹤0.01%	1853
2024 Q1	$1.02M	Buy	111,933 +5,538	+5%	+$47.8K	0.01%	900
2023 Q4	$945K	Buy	106,395 +5,846	+6%	+$51.5K	0.01%	883
2023 Q3	$926K	Buy	100,549 +4,470	+5%	+$41.9K	0.01%	849
2023 Q2	$871K	Buy	96,079 +5,961	+7%	+$55.4K	0.01%	898
2023 Q1	$860K	Buy	90,118 +4,988	+6%	+$49.6K	0.01%	850
2022 Q4	$849K	Sell	85,130 -8,076	-9%	-$76.7K	0.01%	830
2022 Q3	$810K	Buy	93,206 +76,692	+464%	+$689K	0.01%	795
2022 Q2	$148K	Sell	16,514 -68,793	-81%	-$729K	﹤0.01%	1493
2022 Q1	$943K	Buy	+85,307	New	+$870K	0.02%	761

Other funds holding BCX

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

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Atria Wealth Solutions's BCX Position: Q3 2024 in Review

Atria Wealth Solutions sold out of BlackRock Resources & Commodities Strategy Trust (BCX) in Q3 2024, closing a stake of 11,483 shares — an estimated $106K sold.

Atria Wealth Solutions first reported a position in BCX in Q1 2022 and held it in 10 quarters. The position peaked at $1.02M in Q1 2024. 120 funds tracked by Wall St. Rank hold BCX as of Q3 2024.

Atria Wealth Solutions reported no remaining BlackRock Resources & Commodities Strategy Trust position as of Q3 2024 after selling out during the quarter.
Atria Wealth Solutions sold 11,483 BlackRock Resources & Commodities Strategy Trust shares in Q3 2024, an estimated $106K.
Atria Wealth Solutions first reported a position in BlackRock Resources & Commodities Strategy Trust in Q1 2022 and held it in 10 quarters.
Atria Wealth Solutions's BlackRock Resources & Commodities Strategy Trust position peaked at $1.02M in Q1 2024.
120 funds tracked by Wall St. Rank held BlackRock Resources & Commodities Strategy Trust as of Q3 2024.

Based on Atria Wealth Solutions's 13F filing for Q3 2024, filed 8 Nov 2024.