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

Claro 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
2024 Q1	–	Sell	-61,906	Closed	-$550K	–	420
2023 Q4	$550K	Sell	61,906 -2,522	-4%	-$22.2K	0.12%	197
2023 Q3	$593K	Buy	64,428 +804	+1%	+$7.53K	0.15%	169
2023 Q2	$577K	Buy	63,624 +3,793	+6%	+$35.2K	0.14%	178
2023 Q1	$571K	Buy	59,831 +6,745	+13%	+$67.1K	0.17%	152
2022 Q4	$529K	Buy	53,086 +32,400	+157%	+$308K	0.17%	143
2022 Q3	$186K	Hold	20,686	–	–	0.07%	252
2022 Q2	$186K	Buy	+20,686	New	+$219K	0.07%	252

Other funds holding BCX

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

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJFSA

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

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

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

Claro Advisors's BCX Position: Q1 2024 in Review

Claro Advisors sold out of BlackRock Resources & Commodities Strategy Trust (BCX) in Q1 2024, closing a stake of 61,906 shares — an estimated $550K sold.

Claro Advisors first reported a position in BCX in Q2 2022 and held it in 7 quarters. The position peaked at $593K in Q3 2023. 123 funds tracked by Wall St. Rank hold BCX as of Q1 2024.

Claro Advisors reported no remaining BlackRock Resources & Commodities Strategy Trust position as of Q1 2024 after selling out during the quarter.
Claro Advisors sold 61,906 BlackRock Resources & Commodities Strategy Trust shares in Q1 2024, an estimated $550K.
Claro Advisors first reported a position in BlackRock Resources & Commodities Strategy Trust in Q2 2022 and held it in 7 quarters.
Claro Advisors's BlackRock Resources & Commodities Strategy Trust position peaked at $593K in Q3 2023.
123 funds tracked by Wall St. Rank held BlackRock Resources & Commodities Strategy Trust as of Q1 2024.

Based on Claro Advisors's 13F filing for Q1 2024, filed 18 Apr 2024.