CA
BCX icon

Cornerstone Advisory’s BlackRock Resources & Commodities Strategy Trust BCX Stock Holding History

Cornerstone Advisory’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
-14,086
Closed -$132K – 263
2021
Q4 		$132K Buy
+14,086
New +$131K 0.02% 299

Other funds holding BCX

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cornerstone Advisory's BCX Position: Q1 2022 in Review

Cornerstone Advisory sold out of BlackRock Resources & Commodities Strategy Trust (BCX) in Q1 2022, closing a stake of 14,086 shares — an estimated $132K sold.

Cornerstone Advisory first reported a position in BCX in Q4 2021 and held it in 1 quarter. The position peaked at $132K in Q4 2021. 116 funds tracked by Wall St. Rank hold BCX as of Q1 2022.

  • Cornerstone Advisory reported no remaining BlackRock Resources & Commodities Strategy Trust position as of Q1 2022 after selling out during the quarter.
  • Cornerstone Advisory sold 14,086 BlackRock Resources & Commodities Strategy Trust shares in Q1 2022, an estimated $132K.
  • Cornerstone Advisory first reported a position in BlackRock Resources & Commodities Strategy Trust in Q4 2021 and held it in 1 quarter.
  • Cornerstone Advisory's BlackRock Resources & Commodities Strategy Trust position peaked at $132K in Q4 2021.
  • 116 funds tracked by Wall St. Rank held BlackRock Resources & Commodities Strategy Trust as of Q1 2022.

Based on Cornerstone Advisory's 13F filing for Q1 2022, filed 20 May 2022.