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Bartlett & Co Wealth Management’s BlackRock Resources & Commodities Strategy Trust BCX Stock Holding History

Bartlett & Co Wealth Management’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
-600
Closed -$5.51K – 1132
2024
Q2 		$5.51K Buy
+600
New +$5.54K ﹤0.01% 975

Other funds holding BCX

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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
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
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Bartlett & Co Wealth Management's BCX Position: Q3 2024 in Review

Bartlett & Co Wealth Management sold out of BlackRock Resources & Commodities Strategy Trust (BCX) in Q3 2024, closing a stake of 600 shares — an estimated $5.51K sold.

Bartlett & Co Wealth Management first reported a position in BCX in Q2 2024 and held it in 1 quarter. The position peaked at $5.51K in Q2 2024. 120 funds tracked by Wall St. Rank hold BCX as of Q3 2024.

  • Bartlett & Co Wealth Management reported no remaining BlackRock Resources & Commodities Strategy Trust position as of Q3 2024 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 600 BlackRock Resources & Commodities Strategy Trust shares in Q3 2024, an estimated $5.51K.
  • Bartlett & Co Wealth Management first reported a position in BlackRock Resources & Commodities Strategy Trust in Q2 2024 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's BlackRock Resources & Commodities Strategy Trust position peaked at $5.51K in Q2 2024.
  • 120 funds tracked by Wall St. Rank held BlackRock Resources & Commodities Strategy Trust as of Q3 2024.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2024, filed 17 Oct 2024.