Congress Wealth Management’s BlackRock Corporate High Yield Fund HYT Stock Holding History

Congress Wealth Management’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
2023 Q4	–	Sell	-52,729	Closed	-$455K	–	638
2023 Q3	$455K	Hold	52,729	–	–	0.01%	469
2023 Q2	$470K	Hold	52,729	–	–	0.01%	423
2023 Q1	$460K	Hold	52,729	–	–	0.01%	427
2022 Q4	$461K	Hold	52,729	–	–	0.01%	417
2022 Q3	$451K	Hold	52,729	–	–	0.01%	422
2022 Q2	$503K	Hold	52,729	–	–	0.01%	407
2022 Q1	$568K	Hold	52,729	–	–	0.01%	429
2021 Q4	$651K	Buy	+52,729	New	+$641K	0.01%	433

Other funds holding HYT

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

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

OHA

Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Congress Wealth Management's HYT Position: Q4 2023 in Review

Congress Wealth Management sold out of BlackRock Corporate High Yield Fund (HYT) in Q4 2023, closing a stake of 52,729 shares — an estimated $455K sold.

Congress Wealth Management first reported a position in HYT in Q4 2021 and held it in 8 quarters. The position peaked at $651K in Q4 2021. 157 funds tracked by Wall St. Rank hold HYT as of Q4 2023.

Congress Wealth Management reported no remaining BlackRock Corporate High Yield Fund position as of Q4 2023 after selling out during the quarter.
Congress Wealth Management sold 52,729 BlackRock Corporate High Yield Fund shares in Q4 2023, an estimated $455K.
Congress Wealth Management first reported a position in BlackRock Corporate High Yield Fund in Q4 2021 and held it in 8 quarters.
Congress Wealth Management's BlackRock Corporate High Yield Fund position peaked at $651K in Q4 2021.
157 funds tracked by Wall St. Rank held BlackRock Corporate High Yield Fund as of Q4 2023.

Based on Congress Wealth Management's 13F filing for Q4 2023, filed 9 Feb 2024.