BPA
BKN

Beacon Pointe Advisors’s BlackRock Investment Quality Municipal Trust BKN Stock Holding History

Beacon Pointe Advisors’s Portfolio BKN Stock Details BKN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-12,185
Closed -$145K – 1357
2023
Q4 		$145K Buy
+12,185
New +$131K ﹤0.01% 1253

Other funds holding BKN

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Beacon Pointe Advisors's BKN Position: Q1 2024 in Review

Beacon Pointe Advisors sold out of BlackRock Investment Quality Municipal Trust (BKN) in Q1 2024, closing a stake of 12,185 shares — an estimated $145K sold.

Beacon Pointe Advisors first reported a position in BKN in Q4 2023 and held it in 1 quarter. The position peaked at $145K in Q4 2023. 64 funds tracked by Wall St. Rank hold BKN as of Q1 2024.

  • Beacon Pointe Advisors reported no remaining BlackRock Investment Quality Municipal Trust position as of Q1 2024 after selling out during the quarter.
  • Beacon Pointe Advisors sold 12,185 BlackRock Investment Quality Municipal Trust shares in Q1 2024, an estimated $145K.
  • Beacon Pointe Advisors first reported a position in BlackRock Investment Quality Municipal Trust in Q4 2023 and held it in 1 quarter.
  • Beacon Pointe Advisors's BlackRock Investment Quality Municipal Trust position peaked at $145K in Q4 2023.
  • 64 funds tracked by Wall St. Rank held BlackRock Investment Quality Municipal Trust as of Q1 2024.

Based on Beacon Pointe Advisors's 13F filing for Q1 2024, filed 14 May 2024.