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

Focused 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
2024 Q1	–	Sell	-2,000	Closed	-$17.8K	–	278
2023 Q4	$17.8K	Hold	2,000	–	–	﹤0.01%	459
2023 Q3	$18.4K	Hold	2,000	–	–	﹤0.01%	439
2023 Q2	$18.1K	Hold	2,000	–	–	﹤0.01%	447
2023 Q1	$19.1K	Hold	2,000	–	–	﹤0.01%	446
2022 Q4	$19.9K	Hold	2,000	–	–	﹤0.01%	427
2022 Q3	$17K	Hold	2,000	–	–	﹤0.01%	418
2022 Q2	$18K	Hold	2,000	–	–	﹤0.01%	420
2022 Q1	$22K	Hold	2,000	–	–	﹤0.01%	427
2021 Q4	$19K	Hold	2,000	–	–	﹤0.01%	494
2021 Q3	$18K	Hold	2,000	–	–	﹤0.01%	519
2021 Q2	$19K	Hold	2,000	–	–	﹤0.01%	515
2021 Q1	$18K	Hold	2,000	–	–	﹤0.01%	511
2020 Q4	$15K	Hold	2,000	–	–	﹤0.01%	502
2020 Q3	$12K	Hold	2,000	–	–	﹤0.01%	485
2020 Q2	$12K	Hold	2,000	–	–	﹤0.01%	468
2020 Q1	$10K	Hold	2,000	–	–	﹤0.01%	455
2019 Q4	$16K	Hold	2,000	–	–	﹤0.01%	436
2019 Q3	$15K	Hold	2,000	–	–	﹤0.01%	425
2019 Q2	$16K	Hold	2,000	–	–	﹤0.01%	448
2019 Q1	$16K	Hold	2,000	–	–	﹤0.01%	399
2018 Q4	$14K	Buy	+2,000	New	+$15.8K	﹤0.01%	416
2015 Q3	–	Sell	-1,615	Closed	-$15K	–	678
2015 Q2	$15K	Buy	+1,615	New	+$15.6K	0.01%	347

Other funds holding BCX

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

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

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

Focused Wealth Management's BCX Position: Q1 2024 in Review

Focused Wealth Management sold out of BlackRock Resources & Commodities Strategy Trust (BCX) in Q1 2024, closing a stake of 2,000 shares — an estimated $17.8K sold.

Focused Wealth Management first reported a position in BCX in Q2 2015 and held it in 22 quarters. The position peaked at $22K in Q1 2022. 123 funds tracked by Wall St. Rank hold BCX as of Q1 2024.

Focused Wealth Management reported no remaining BlackRock Resources & Commodities Strategy Trust position as of Q1 2024 after selling out during the quarter.
Focused Wealth Management sold 2,000 BlackRock Resources & Commodities Strategy Trust shares in Q1 2024, an estimated $17.8K.
Focused Wealth Management first reported a position in BlackRock Resources & Commodities Strategy Trust in Q2 2015 and held it in 22 quarters.
Focused Wealth Management's BlackRock Resources & Commodities Strategy Trust position peaked at $22K in Q1 2022.
123 funds tracked by Wall St. Rank held BlackRock Resources & Commodities Strategy Trust as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.