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Brewin Dolphin Wealth Management’s BlackRock Corporate High Yield Fund HYT Stock Holding History

Brewin Dolphin Wealth Management’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
2022
Q2 		$257K Buy
26,981
+590
+2% +$5.94K 0.03% 112
2022
Q1 		$284K Buy
26,391
+524
+2% +$5.77K 0.03% 113
2021
Q4 		$319K Buy
25,867
+495
+2% +$6.01K 0.03% 115
2021
Q3 		$310K Buy
25,372
+476
+2% +$5.91K 0.04% 118
2021
Q2 		$307K Buy
+24,896
New +$299K 0.04% 113

Other funds holding HYT

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return

Brewin Dolphin Wealth Management's HYT Position: Q2 2022 in Review

Brewin Dolphin Wealth Management increased its BlackRock Corporate High Yield Fund (HYT) stake by 2.2% in Q2 2022, buying an estimated $5.94K and bringing the position to 26,981 shares worth $257K. The position accounts for 0.03% of the portfolio, ranked #112.

Brewin Dolphin Wealth Management first reported a position in HYT in Q2 2021 and has held it in 5 quarters since. The position peaked at $319K in Q4 2021. 156 funds tracked by Wall St. Rank hold HYT as of Q2 2022.

  • Brewin Dolphin Wealth Management held 26,981 shares of BlackRock Corporate High Yield Fund worth $257K as of Q2 2022.
  • Brewin Dolphin Wealth Management bought 590 BlackRock Corporate High Yield Fund shares in Q2 2022, an estimated $5.94K.
  • BlackRock Corporate High Yield Fund made up 0.03% of Brewin Dolphin Wealth Management's portfolio in Q2 2022, its #112 holding.
  • Brewin Dolphin Wealth Management first reported a position in BlackRock Corporate High Yield Fund in Q2 2021 and has held it in 5 quarters since.
  • Brewin Dolphin Wealth Management's BlackRock Corporate High Yield Fund position peaked at $319K in Q4 2021.
  • 156 funds tracked by Wall St. Rank held BlackRock Corporate High Yield Fund as of Q2 2022.

Based on Brewin Dolphin Wealth Management's 13F filing for Q2 2022, filed 14 Nov 2022.