BDO Wealth Advisors’s BlackRock Health Sciences Trust BME Stock Holding History

BDO Wealth Advisors’s Portfolio BME Stock Details BME Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-400	Closed	-$19K	–	1163
2020 Q4	$19K	Hold	400	–	–	﹤0.01%	465
2020 Q3	$17K	Hold	400	–	–	﹤0.01%	437
2020 Q2	$16K	Hold	400	–	–	﹤0.01%	449
2020 Q1	$14K	Hold	400	–	–	﹤0.01%	503
2019 Q4	$17K	Hold	400	–	–	﹤0.01%	399
2019 Q3	$15K	Hold	400	–	–	﹤0.01%	420
2019 Q2	$16K	Buy	+400	New	+$15.2K	﹤0.01%	402

Other funds holding BME

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NRI

NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AIP

Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

BDO Wealth Advisors's BME Position: Q1 2021 in Review

BDO Wealth Advisors sold out of BlackRock Health Sciences Trust (BME) in Q1 2021, closing a stake of 400 shares — an estimated $19K sold.

BDO Wealth Advisors first reported a position in BME in Q2 2019 and held it in 7 quarters. The position peaked at $19K in Q4 2020. 53 funds tracked by Wall St. Rank hold BME as of Q1 2021.

BDO Wealth Advisors reported no remaining BlackRock Health Sciences Trust position as of Q1 2021 after selling out during the quarter.
BDO Wealth Advisors sold 400 BlackRock Health Sciences Trust shares in Q1 2021, an estimated $19K.
BDO Wealth Advisors first reported a position in BlackRock Health Sciences Trust in Q2 2019 and held it in 7 quarters.
BDO Wealth Advisors's BlackRock Health Sciences Trust position peaked at $19K in Q4 2020.
53 funds tracked by Wall St. Rank held BlackRock Health Sciences Trust as of Q1 2021.

Based on BDO Wealth Advisors's 13F filing for Q1 2021, filed 14 May 2021.