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FinTrust Capital Advisors’s BlackRock Flexible Income ETF BINC Stock Holding History

FinTrust Capital Advisors’s Portfolio BINC Stock Details BINC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$108K Sell
2,011
-654
-25% -$34.6K 0.02% 422
2024
Q2 		$139K Sell
2,665
-91
-3% -$4.74K 0.03% 346
2024
Q1 		$145K Buy
+2,756
New +$144K 0.03% 335

Other funds holding BINC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FinTrust Capital Advisors's BINC Position: Q3 2024 in Review

FinTrust Capital Advisors reduced its BlackRock Flexible Income ETF (BINC) stake by 25% in Q3 2024, selling an estimated $34.6K and leaving 2,011 shares worth $108K. The position accounts for 0.02% of the portfolio, ranked #422.

FinTrust Capital Advisors first reported a position in BINC in Q1 2024 and has held it in 3 quarters since. The position peaked at $145K in Q1 2024. 427 funds tracked by Wall St. Rank hold BINC as of Q3 2024.

  • FinTrust Capital Advisors held 2,011 shares of BlackRock Flexible Income ETF worth $108K as of Q3 2024.
  • FinTrust Capital Advisors sold 654 BlackRock Flexible Income ETF shares in Q3 2024, an estimated $34.6K.
  • BlackRock Flexible Income ETF made up 0.02% of FinTrust Capital Advisors's portfolio in Q3 2024, its #422 holding.
  • FinTrust Capital Advisors first reported a position in BlackRock Flexible Income ETF in Q1 2024 and has held it in 3 quarters since.
  • FinTrust Capital Advisors's BlackRock Flexible Income ETF position peaked at $145K in Q1 2024.
  • 427 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.