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Clarity Financial’s BlackRock Income Trust BKT Stock Holding History

Clarity Financial’s Portfolio BKT Stock Details BKT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-29,165
Closed -$535K – 115
2021
Q1 		$535K Buy
29,165
+2,956
+11% +$54.1K 0.11% 77
2020
Q4 		$477K Buy
+26,209
New +$480K 0.11% 64

Other funds holding BKT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HC
HNP Capital Rochester, New York $359M AUM 3.18% 1-Year Est. Return
VRM
Vectors Research Management New York $342M AUM 19.83% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Clarity Financial's BKT Position: Q2 2021 in Review

Clarity Financial sold out of BlackRock Income Trust (BKT) in Q2 2021, closing a stake of 29,165 shares — an estimated $535K sold.

Clarity Financial first reported a position in BKT in Q4 2020 and held it in 2 quarters. The position peaked at $535K in Q1 2021. 79 funds tracked by Wall St. Rank hold BKT as of Q2 2021.

  • Clarity Financial reported no remaining BlackRock Income Trust position as of Q2 2021 after selling out during the quarter.
  • Clarity Financial sold 29,165 BlackRock Income Trust shares in Q2 2021, an estimated $535K.
  • Clarity Financial first reported a position in BlackRock Income Trust in Q4 2020 and held it in 2 quarters.
  • Clarity Financial's BlackRock Income Trust position peaked at $535K in Q1 2021.
  • 79 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q2 2021.

Based on Clarity Financial's 13F filing for Q2 2021, filed 13 Aug 2021.