Buckingham Strategic Wealth’s BlackRock Utilities, Infrastructure & Power Opportunities Trust BUI Stock Holding History

Buckingham Strategic Wealth’s Portfolio BUI Stock Details BUI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-8,794	Closed	-$221K	–	604
2021 Q3	$221K	Buy	8,794 +1,000	+13%	+$26.1K	﹤0.01%	539
2021 Q2	$201K	Buy	+7,794	New	+$204K	﹤0.01%	567

Other funds holding BUI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LWM

Loveless Wealth Management Billings, Montana $153M AUM 3.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

AIP

Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

Buckingham Strategic Wealth's BUI Position: Q4 2021 in Review

Buckingham Strategic Wealth sold out of BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) in Q4 2021, closing a stake of 8,794 shares — an estimated $221K sold.

Buckingham Strategic Wealth first reported a position in BUI in Q2 2021 and held it in 2 quarters. The position peaked at $221K in Q3 2021. 54 funds tracked by Wall St. Rank hold BUI as of Q4 2021.

Buckingham Strategic Wealth reported no remaining BlackRock Utilities, Infrastructure & Power Opportunities Trust position as of Q4 2021 after selling out during the quarter.
Buckingham Strategic Wealth sold 8,794 BlackRock Utilities, Infrastructure & Power Opportunities Trust shares in Q4 2021, an estimated $221K.
Buckingham Strategic Wealth first reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust in Q2 2021 and held it in 2 quarters.
Buckingham Strategic Wealth's BlackRock Utilities, Infrastructure & Power Opportunities Trust position peaked at $221K in Q3 2021.
54 funds tracked by Wall St. Rank held BlackRock Utilities, Infrastructure & Power Opportunities Trust as of Q4 2021.

Based on Buckingham Strategic Wealth's 13F filing for Q4 2021, filed 9 Feb 2022.