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Bogart Wealth LLC’s BlackRock Corporate High Yield Fund HYT Stock Holding History

Bogart Wealth LLC’s Portfolio HYT Stock Details HYT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-6,501
Closed -$63.6K – 1145
2024
Q1 		$63.6K Hold
6,501
– – ﹤0.01% 346
2023
Q4 		$61.3K Buy
6,501
+900
+16% +$7.88K ﹤0.01% 341
2023
Q3 		$48.3K Buy
5,601
+388
+7% +$3.48K ﹤0.01% 351
2023
Q2 		$46.5K Buy
5,213
+413
+9% +$3.58K ﹤0.01% 338
2023
Q1 		$41.9K Buy
4,800
+2,700
+129% +$24.1K ﹤0.01% 340
2022
Q4 		$18.4K Buy
2,100
+500
+31% +$4.36K ﹤0.01% 447
2022
Q3 		$14K Buy
1,600
+1,400
+700% +$13.4K ﹤0.01% 484
2022
Q2 		$2K Buy
+200
New +$2.02K ﹤0.01% 771

Other funds holding HYT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bogart Wealth LLC's HYT Position: Q2 2024 in Review

Bogart Wealth LLC sold out of BlackRock Corporate High Yield Fund (HYT) in Q2 2024, closing a stake of 6,501 shares — an estimated $63.6K sold.

Bogart Wealth LLC first reported a position in HYT in Q2 2022 and held it in 8 quarters. The position peaked at $63.6K in Q1 2024. 145 funds tracked by Wall St. Rank hold HYT as of Q2 2024.

  • Bogart Wealth LLC reported no remaining BlackRock Corporate High Yield Fund position as of Q2 2024 after selling out during the quarter.
  • Bogart Wealth LLC sold 6,501 BlackRock Corporate High Yield Fund shares in Q2 2024, an estimated $63.6K.
  • Bogart Wealth LLC first reported a position in BlackRock Corporate High Yield Fund in Q2 2022 and held it in 8 quarters.
  • Bogart Wealth LLC's BlackRock Corporate High Yield Fund position peaked at $63.6K in Q1 2024.
  • 145 funds tracked by Wall St. Rank held BlackRock Corporate High Yield Fund as of Q2 2024.

Based on Bogart Wealth LLC's 13F filing for Q2 2024, filed 31 Jul 2024.