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

BDO Wealth Advisors’s Portfolio BMEZ Stock Details BMEZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-597
Closed -$17K – 1165
2020
Q4 		$17K Buy
+597
New +$15.9K ﹤0.01% 476

Other funds holding BMEZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return

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

BDO Wealth Advisors sold out of BlackRock Health Sciences Trust II (BMEZ) in Q1 2021, closing a stake of 597 shares — an estimated $17K sold.

BDO Wealth Advisors first reported a position in BMEZ in Q4 2020 and held it in 1 quarter. The position peaked at $17K in Q4 2020. 65 funds tracked by Wall St. Rank hold BMEZ as of Q1 2021.

  • BDO Wealth Advisors reported no remaining BlackRock Health Sciences Trust II position as of Q1 2021 after selling out during the quarter.
  • BDO Wealth Advisors sold 597 BlackRock Health Sciences Trust II shares in Q1 2021, an estimated $17K.
  • BDO Wealth Advisors first reported a position in BlackRock Health Sciences Trust II in Q4 2020 and held it in 1 quarter.
  • BDO Wealth Advisors's BlackRock Health Sciences Trust II position peaked at $17K in Q4 2020.
  • 65 funds tracked by Wall St. Rank held BlackRock Health Sciences Trust II as of Q1 2021.

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