Fidelity Investments
BKN

Fidelity Investments’s BlackRock Investment Quality Municipal Trust BKN Stock Holding History

Fidelity Investments’s Portfolio BKN Stock Details BKN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1
Closed -$12 – 5506
2024
Q2 		$12 Hold
1
– – ﹤0.01% 5259
2024
Q1 		$12 Buy
+1
New +$12 ﹤0.01% 5243
2020
Q2 		– Sell
-1
Closed – – 3594
2020
Q1 		$0 Hold
1
– – ﹤0.01% 3626
2019
Q4 		$0 Buy
+1
New +$15 ﹤0.01% 3786

Other funds holding BKN

RCM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CMI
Clare Market Investments Dallas, Texas $548M AUM
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
PWA
Primoris Wealth Advisors North Palm Beach, Florida $219M AUM 77.87% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Fidelity Investments's BKN Position: Q3 2024 in Review

Fidelity Investments sold out of BlackRock Investment Quality Municipal Trust (BKN) in Q3 2024, closing a stake of 1 share — an estimated $12 sold.

Fidelity Investments first reported a position in BKN in Q4 2019 and held it in 4 quarters. The position peaked at $12 in Q2 2024. 60 funds tracked by Wall St. Rank hold BKN as of Q3 2024.

  • Fidelity Investments reported no remaining BlackRock Investment Quality Municipal Trust position as of Q3 2024 after selling out during the quarter.
  • Fidelity Investments sold 1 BlackRock Investment Quality Municipal Trust share in Q3 2024, an estimated $12.
  • Fidelity Investments first reported a position in BlackRock Investment Quality Municipal Trust in Q4 2019 and held it in 4 quarters.
  • Fidelity Investments's BlackRock Investment Quality Municipal Trust position peaked at $12 in Q2 2024.
  • 60 funds tracked by Wall St. Rank held BlackRock Investment Quality Municipal Trust as of Q3 2024.

Based on Fidelity Investments's 13F filing for Q3 2024, filed 13 Nov 2024.