Evolution Wealth Advisors’s BlackRock Resources & Commodities Strategy Trust BCX Stock Holding History

Evolution Wealth Advisors’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
2021 Q2	–	Sell	-1,000	Closed	-$9K	–	634
2021 Q1	$9K	Buy	+1,000	New	+$8.66K	﹤0.01%	424
2020 Q1	–	Sell	-5	Closed	–	–	343
2019 Q4	$0	Hold	5	–	–	﹤0.01%	632
2019 Q3	$0	Hold	5	–	–	﹤0.01%	488
2019 Q2	$0	Hold	5	–	–	﹤0.01%	465
2019 Q1	$0	Buy	+5	New	+$39	﹤0.01%	103

Other funds holding BCX

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

PCM

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

Evolution Wealth Advisors's BCX Position: Q2 2021 in Review

Evolution Wealth Advisors sold out of BlackRock Resources & Commodities Strategy Trust (BCX) in Q2 2021, closing a stake of 1,000 shares — an estimated $9K sold.

Evolution Wealth Advisors first reported a position in BCX in Q1 2019 and held it in 5 quarters. The position peaked at $9K in Q1 2021. 107 funds tracked by Wall St. Rank hold BCX as of Q2 2021.

Evolution Wealth Advisors reported no remaining BlackRock Resources & Commodities Strategy Trust position as of Q2 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 1,000 BlackRock Resources & Commodities Strategy Trust shares in Q2 2021, an estimated $9K.
Evolution Wealth Advisors first reported a position in BlackRock Resources & Commodities Strategy Trust in Q1 2019 and held it in 5 quarters.
Evolution Wealth Advisors's BlackRock Resources & Commodities Strategy Trust position peaked at $9K in Q1 2021.
107 funds tracked by Wall St. Rank held BlackRock Resources & Commodities Strategy Trust as of Q2 2021.

Based on Evolution Wealth Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.