Carolinas Wealth Consulting’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

Carolinas Wealth Consulting’s Portfolio BIT Stock Details BIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-348	Closed	-$5K	–	1026
2023 Q2	$5K	Buy	348 +9	+3%	+$130	﹤0.01%	676
2023 Q1	$4.94K	Buy	339 +9	+3%	+$133	﹤0.01%	683
2022 Q4	$4.7K	Buy	+330	New	+$4.83K	﹤0.01%	699

Other funds holding BIT

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

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

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

RJFSA

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

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Carolinas Wealth Consulting's BIT Position: Q3 2023 in Review

Carolinas Wealth Consulting sold out of BlackRock Multi-Sector Income Trust (BIT) in Q3 2023, closing a stake of 348 shares — an estimated $5K sold.

Carolinas Wealth Consulting first reported a position in BIT in Q4 2022 and held it in 3 quarters. The position peaked at $5K in Q2 2023. 77 funds tracked by Wall St. Rank hold BIT as of Q3 2023.

Carolinas Wealth Consulting reported no remaining BlackRock Multi-Sector Income Trust position as of Q3 2023 after selling out during the quarter.
Carolinas Wealth Consulting sold 348 BlackRock Multi-Sector Income Trust shares in Q3 2023, an estimated $5K.
Carolinas Wealth Consulting first reported a position in BlackRock Multi-Sector Income Trust in Q4 2022 and held it in 3 quarters.
Carolinas Wealth Consulting's BlackRock Multi-Sector Income Trust position peaked at $5K in Q2 2023.
77 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q3 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q3 2023, filed 14 Nov 2023.