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Atria Wealth Solutions’s BlackRock Income Trust BKT Stock Holding History

Atria Wealth Solutions’s Portfolio BKT Stock Details BKT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-6,083
Closed -$94K – 1650
2022
Q1 		$94K Buy
+6,083
New +$95.5K ﹤0.01% 1666

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KIM
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RJFSA
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HC
HNP Capital Rochester, New York $359M AUM 3.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Atria Wealth Solutions's BKT Position: Q2 2022 in Review

Atria Wealth Solutions sold out of BlackRock Income Trust (BKT) in Q2 2022, closing a stake of 6,083 shares — an estimated $94K sold.

Atria Wealth Solutions first reported a position in BKT in Q1 2022 and held it in 1 quarter. The position peaked at $94K in Q1 2022. 85 funds tracked by Wall St. Rank hold BKT as of Q2 2022.

  • Atria Wealth Solutions reported no remaining BlackRock Income Trust position as of Q2 2022 after selling out during the quarter.
  • Atria Wealth Solutions sold 6,083 BlackRock Income Trust shares in Q2 2022, an estimated $94K.
  • Atria Wealth Solutions first reported a position in BlackRock Income Trust in Q1 2022 and held it in 1 quarter.
  • Atria Wealth Solutions's BlackRock Income Trust position peaked at $94K in Q1 2022.
  • 85 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q2 2022.

Based on Atria Wealth Solutions's 13F filing for Q2 2022, filed 15 Aug 2022.