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Cooper/Haims Advisors’s BlackRock Income Trust BKT Stock Holding History

Cooper/Haims Advisors’s Portfolio BKT Stock Details BKT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-10,000
Closed -$154K – 78
2022
Q1 		$154K Buy
+10,000
New +$157K 0.1% 74

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Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
VRM
Vectors Research Management New York $342M AUM 19.83% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HC
HNP Capital Rochester, New York $359M AUM 3.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cooper/Haims Advisors's BKT Position: Q2 2022 in Review

Cooper/Haims Advisors sold out of BlackRock Income Trust (BKT) in Q2 2022, closing a stake of 10,000 shares — an estimated $154K sold.

Cooper/Haims Advisors first reported a position in BKT in Q1 2022 and held it in 1 quarter. The position peaked at $154K in Q1 2022. 85 funds tracked by Wall St. Rank hold BKT as of Q2 2022.

  • Cooper/Haims Advisors reported no remaining BlackRock Income Trust position as of Q2 2022 after selling out during the quarter.
  • Cooper/Haims Advisors sold 10,000 BlackRock Income Trust shares in Q2 2022, an estimated $154K.
  • Cooper/Haims Advisors first reported a position in BlackRock Income Trust in Q1 2022 and held it in 1 quarter.
  • Cooper/Haims Advisors's BlackRock Income Trust position peaked at $154K in Q1 2022.
  • 85 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q2 2022.

Based on Cooper/Haims Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.