Avantax Advisory Services’s BlackRock Resources & Commodities Strategy Trust BCX Stock Holding History

Avantax Advisory Services’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 Q2	–	Sell	-10,894	Closed	-$98.9K	–	2079
2024 Q1	$98.9K	Sell	10,894 -7,150	-40%	-$61.8K	﹤0.01%	1595
2023 Q4	$160K	Buy	18,044 +142	+0.8%	+$1.25K	﹤0.01%	1496
2023 Q3	$165K	Buy	+17,902	New	+$168K	﹤0.01%	1452

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Avantax Advisory Services's BCX Position: Q2 2024 in Review

Avantax Advisory Services sold out of BlackRock Resources & Commodities Strategy Trust (BCX) in Q2 2024, closing a stake of 10,894 shares — an estimated $98.9K sold.

Avantax Advisory Services first reported a position in BCX in Q3 2023 and held it in 3 quarters. The position peaked at $165K in Q3 2023. 122 funds tracked by Wall St. Rank hold BCX as of Q2 2024.

Avantax Advisory Services reported no remaining BlackRock Resources & Commodities Strategy Trust position as of Q2 2024 after selling out during the quarter.
Avantax Advisory Services sold 10,894 BlackRock Resources & Commodities Strategy Trust shares in Q2 2024, an estimated $98.9K.
Avantax Advisory Services first reported a position in BlackRock Resources & Commodities Strategy Trust in Q3 2023 and held it in 3 quarters.
Avantax Advisory Services's BlackRock Resources & Commodities Strategy Trust position peaked at $165K in Q3 2023.
122 funds tracked by Wall St. Rank held BlackRock Resources & Commodities Strategy Trust as of Q2 2024.

Based on Avantax Advisory Services's 13F filing for Q2 2024, filed 9 Aug 2024.