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Confluence Wealth Services’s BlackRock Resources & Commodities Strategy Trust BCX Stock Holding History

Confluence Wealth Services’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
Q1 		– Sell
-409
Closed -$3K – 331
2021
Q4 		$3K Buy
+409
New +$3.82K ﹤0.01% 1099

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PPA
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Ameriprise
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Confluence Wealth Services's BCX Position: Q1 2022 in Review

Confluence Wealth Services sold out of BlackRock Resources & Commodities Strategy Trust (BCX) in Q1 2022, closing a stake of 409 shares — an estimated $3K sold.

Confluence Wealth Services first reported a position in BCX in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 116 funds tracked by Wall St. Rank hold BCX as of Q1 2022.

  • Confluence Wealth Services reported no remaining BlackRock Resources & Commodities Strategy Trust position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 409 BlackRock Resources & Commodities Strategy Trust shares in Q1 2022, an estimated $3K.
  • Confluence Wealth Services first reported a position in BlackRock Resources & Commodities Strategy Trust in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's BlackRock Resources & Commodities Strategy Trust position peaked at $3K in Q4 2021.
  • 116 funds tracked by Wall St. Rank held BlackRock Resources & Commodities Strategy Trust as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.