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Castle Wealth Management’s BlackRock Resources & Commodities Strategy Trust BCX Stock Holding History

Castle Wealth Management’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
2022
Q4 		– Sell
-11,325
Closed -$98K – 161
2022
Q3 		$98K Hold
11,325
– – 0.06% 152
2022
Q2 		$102K Buy
+11,325
New +$120K 0.06% 144

Other funds holding BCX

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Castle Wealth Management's BCX Position: Q4 2022 in Review

Castle Wealth Management sold out of BlackRock Resources & Commodities Strategy Trust (BCX) in Q4 2022, closing a stake of 11,325 shares — an estimated $98K sold.

Castle Wealth Management first reported a position in BCX in Q2 2022 and held it in 2 quarters. The position peaked at $102K in Q2 2022. 127 funds tracked by Wall St. Rank hold BCX as of Q4 2022.

  • Castle Wealth Management reported no remaining BlackRock Resources & Commodities Strategy Trust position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 11,325 BlackRock Resources & Commodities Strategy Trust shares in Q4 2022, an estimated $98K.
  • Castle Wealth Management first reported a position in BlackRock Resources & Commodities Strategy Trust in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's BlackRock Resources & Commodities Strategy Trust position peaked at $102K in Q2 2022.
  • 127 funds tracked by Wall St. Rank held BlackRock Resources & Commodities Strategy Trust as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.