Empirical Wealth Management’s BlackRock Resources & Commodities Strategy Trust BCX Stock Holding History

Empirical Wealth Management’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	-15,359	Closed	-$144K	–	499
2021 Q4	$144K	Buy	15,359 +649	+4%	+$6.06K	0.01%	507
2021 Q3	$131K	Buy	14,710 +285	+2%	+$2.61K	0.01%	438
2021 Q2	$136K	Hold	14,425	–	–	0.01%	430
2021 Q1	$128K	Buy	+14,425	New	+$125K	0.01%	379

Other funds holding BCX

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Empirical Wealth Management's BCX Position: Q1 2022 in Review

Empirical Wealth Management sold out of BlackRock Resources & Commodities Strategy Trust (BCX) in Q1 2022, closing a stake of 15,359 shares — an estimated $144K sold.

Empirical Wealth Management first reported a position in BCX in Q1 2021 and held it in 4 quarters. The position peaked at $144K in Q4 2021. 116 funds tracked by Wall St. Rank hold BCX as of Q1 2022.

Empirical Wealth Management reported no remaining BlackRock Resources & Commodities Strategy Trust position as of Q1 2022 after selling out during the quarter.
Empirical Wealth Management sold 15,359 BlackRock Resources & Commodities Strategy Trust shares in Q1 2022, an estimated $144K.
Empirical Wealth Management first reported a position in BlackRock Resources & Commodities Strategy Trust in Q1 2021 and held it in 4 quarters.
Empirical Wealth Management's BlackRock Resources & Commodities Strategy Trust position peaked at $144K in Q4 2021.
116 funds tracked by Wall St. Rank held BlackRock Resources & Commodities Strategy Trust as of Q1 2022.

Based on Empirical Wealth Management's 13F filing for Q1 2022, filed 13 May 2022.