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Dynamic Advisor Solutions’s BlackRock Income Trust BKT Stock Holding History

Dynamic Advisor Solutions’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
Q4 		– Sell
-7,023
Closed -$87K – 725
2022
Q3 		$87K Sell
7,023
-3,257
-32% -$44.3K 0.01% 658
2022
Q2 		$140K Sell
10,280
-1,462
-12% -$20.5K 0.01% 670
2022
Q1 		$181K Buy
11,742
+2,242
+24% +$35.2K 0.01% 688
2021
Q4 		$161K Buy
9,500
+2,138
+29% +$38.1K 0.01% 693
2021
Q3 		$135K Buy
7,362
+1,225
+20% +$23.4K 0.01% 715
2021
Q2 		$117K Buy
+6,137
New +$114K 0.01% 703
2021
Q1 		– Sell
-16,277
Closed -$296K – 696
2020
Q4 		$296K Buy
16,277
+4,426
+37% +$81K 0.03% 493
2020
Q3 		$217K Buy
11,851
+1,772
+18% +$32.8K 0.02% 505
2020
Q2 		$187K Sell
10,079
-496
-5% -$9.06K 0.03% 487
2020
Q1 		$183K Buy
10,575
+68
+0.6% +$1.23K 0.03% 420
2019
Q4 		$191K Sell
10,507
-1,421
-12% -$25.9K 0.03% 509
2019
Q3 		$218K Buy
11,928
+2,934
+33% +$53.2K 0.03% 450
2019
Q2 		$163K Sell
8,994
-481
-5% -$8.61K 0.03% 470
2019
Q1 		$169K Buy
9,475
+2,355
+33% +$41.4K 0.03% 392
2018
Q4 		$125K Buy
7,120
+210
+3% +$3.57K 0.03% 375
2018
Q3 		$119K Buy
6,910
+183
+3% +$3.17K 0.02% 396
2018
Q2 		$118K Buy
6,727
+13
+0.2% +$225 0.03% 397
2018
Q1 		$118K Buy
+6,714
New +$119K 0.03% 354

Other funds holding BKT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HC
HNP Capital Rochester, New York $359M AUM 3.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $174M AUM 13.95% 1-Year Est. Return

Dynamic Advisor Solutions's BKT Position: Q4 2022 in Review

Dynamic Advisor Solutions sold out of BlackRock Income Trust (BKT) in Q4 2022, closing a stake of 7,023 shares — an estimated $87K sold.

Dynamic Advisor Solutions first reported a position in BKT in Q1 2018 and held it in 18 quarters. The position peaked at $296K in Q4 2020. 59 funds tracked by Wall St. Rank hold BKT as of Q4 2022.

  • Dynamic Advisor Solutions reported no remaining BlackRock Income Trust position as of Q4 2022 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 7,023 BlackRock Income Trust shares in Q4 2022, an estimated $87K.
  • Dynamic Advisor Solutions first reported a position in BlackRock Income Trust in Q1 2018 and held it in 18 quarters.
  • Dynamic Advisor Solutions's BlackRock Income Trust position peaked at $296K in Q4 2020.
  • 59 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q4 2022.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2022, filed 13 Jan 2023.