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Confluence Wealth Services’s BlackRock Corporate High Yield Fund HYT Stock Holding History

Confluence Wealth Services’s Portfolio HYT Stock Details HYT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,122
Closed -$13K – 650
2021
Q4 		$13K Buy
+1,122
New +$13.6K ﹤0.01% 840

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GC
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Osaic Holdings
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Invesco
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MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Confluence Wealth Services sold out of BlackRock Corporate High Yield Fund (HYT) in Q1 2022, closing a stake of 1,122 shares — an estimated $13K sold.

Confluence Wealth Services first reported a position in HYT in Q4 2021 and held it in 1 quarter. The position peaked at $13K in Q4 2021. 154 funds tracked by Wall St. Rank hold HYT as of Q1 2022.

  • Confluence Wealth Services reported no remaining BlackRock Corporate High Yield Fund position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 1,122 BlackRock Corporate High Yield Fund shares in Q1 2022, an estimated $13K.
  • Confluence Wealth Services first reported a position in BlackRock Corporate High Yield Fund in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's BlackRock Corporate High Yield Fund position peaked at $13K in Q4 2021.
  • 154 funds tracked by Wall St. Rank held BlackRock Corporate High Yield Fund as of Q1 2022.

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