CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s BlackRock Resources & Commodities Strategy Trust BCX Stock Holding History

CAPTRUST Financial Advisors’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
-12,599
Closed -$120K – 2533
2023
Q1 		$120K Sell
12,599
-17,087
-58% -$170K ﹤0.01% 2136
2022
Q4 		$296K Buy
+29,686
New +$282K ﹤0.01% 1669

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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

CAPTRUST Financial Advisors's BCX Position: Q2 2023 in Review

CAPTRUST Financial Advisors sold out of BlackRock Resources & Commodities Strategy Trust (BCX) in Q2 2023, closing a stake of 12,599 shares — an estimated $120K sold.

CAPTRUST Financial Advisors first reported a position in BCX in Q4 2022 and held it in 2 quarters. The position peaked at $296K in Q4 2022. 116 funds tracked by Wall St. Rank hold BCX as of Q2 2023.

  • CAPTRUST Financial Advisors reported no remaining BlackRock Resources & Commodities Strategy Trust position as of Q2 2023 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 12,599 BlackRock Resources & Commodities Strategy Trust shares in Q2 2023, an estimated $120K.
  • CAPTRUST Financial Advisors first reported a position in BlackRock Resources & Commodities Strategy Trust in Q4 2022 and held it in 2 quarters.
  • CAPTRUST Financial Advisors's BlackRock Resources & Commodities Strategy Trust position peaked at $296K in Q4 2022.
  • 116 funds tracked by Wall St. Rank held BlackRock Resources & Commodities Strategy Trust as of Q2 2023.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.