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

Concurrent Investment 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
Q3 		– Sell
-30,802
Closed -$283K – 1099
2024
Q2 		$283K Buy
+30,802
New +$284K 0.01% 756

Other funds holding BCX

Wells Fargo
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
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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Concurrent Investment Advisors's BCX Position: Q3 2024 in Review

Concurrent Investment Advisors sold out of BlackRock Resources & Commodities Strategy Trust (BCX) in Q3 2024, closing a stake of 30,802 shares — an estimated $283K sold.

Concurrent Investment Advisors first reported a position in BCX in Q2 2024 and held it in 1 quarter. The position peaked at $283K in Q2 2024. 120 funds tracked by Wall St. Rank hold BCX as of Q3 2024.

  • Concurrent Investment Advisors reported no remaining BlackRock Resources & Commodities Strategy Trust position as of Q3 2024 after selling out during the quarter.
  • Concurrent Investment Advisors sold 30,802 BlackRock Resources & Commodities Strategy Trust shares in Q3 2024, an estimated $283K.
  • Concurrent Investment Advisors first reported a position in BlackRock Resources & Commodities Strategy Trust in Q2 2024 and held it in 1 quarter.
  • Concurrent Investment Advisors's BlackRock Resources & Commodities Strategy Trust position peaked at $283K in Q2 2024.
  • 120 funds tracked by Wall St. Rank held BlackRock Resources & Commodities Strategy Trust as of Q3 2024.

Based on Concurrent Investment Advisors's 13F filing for Q3 2024, filed 30 Oct 2024.