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Belpointe Asset Management’s BlackRock Resources & Commodities Strategy Trust BCX Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-17,023
Closed -$162K – 856
2023
Q1 		$162K Buy
17,023
+437
+3% +$4.35K 0.01% 1038
2022
Q4 		$165K Buy
+16,586
New +$158K 0.01% 972

Other funds holding BCX

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Belpointe Asset Management's BCX Position: Q2 2023 in Review

Belpointe Asset Management sold out of BlackRock Resources & Commodities Strategy Trust (BCX) in Q2 2023, closing a stake of 17,023 shares — an estimated $162K sold.

Belpointe Asset Management first reported a position in BCX in Q4 2022 and held it in 2 quarters. The position peaked at $165K in Q4 2022. 116 funds tracked by Wall St. Rank hold BCX as of Q2 2023.

  • Belpointe Asset Management reported no remaining BlackRock Resources & Commodities Strategy Trust position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 17,023 BlackRock Resources & Commodities Strategy Trust shares in Q2 2023, an estimated $162K.
  • Belpointe Asset Management first reported a position in BlackRock Resources & Commodities Strategy Trust in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's BlackRock Resources & Commodities Strategy Trust position peaked at $165K in Q4 2022.
  • 116 funds tracked by Wall St. Rank held BlackRock Resources & Commodities Strategy Trust as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.