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Ford Financial Group’s BlackRock Health Sciences Trust BME Stock Holding History

Ford Financial Group’s Portfolio BME Stock Details BME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-7,200
Closed -$279K – 121
2022
Q3 		$279K Buy
7,200
+647
+10% +$27.6K 0.12% 93
2022
Q2 		$277K Buy
+6,553
New +$285K 0.11% 91
2022
Q1 		– Sell
-2,858
Closed -$138K – 164
2021
Q4 		$138K Buy
+2,858
New +$135K 0.03% 133
2021
Q3 		– Sell
-2,322
Closed -$112K – 163
2021
Q2 		$112K Buy
+2,322
New +$111K 0.04% 147

Other funds holding BME

NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ford Financial Group's BME Position: Q4 2022 in Review

Ford Financial Group sold out of BlackRock Health Sciences Trust (BME) in Q4 2022, closing a stake of 7,200 shares — an estimated $279K sold.

Ford Financial Group first reported a position in BME in Q2 2021 and held it in 4 quarters. The position peaked at $279K in Q3 2022. 73 funds tracked by Wall St. Rank hold BME as of Q4 2022.

  • Ford Financial Group reported no remaining BlackRock Health Sciences Trust position as of Q4 2022 after selling out during the quarter.
  • Ford Financial Group sold 7,200 BlackRock Health Sciences Trust shares in Q4 2022, an estimated $279K.
  • Ford Financial Group first reported a position in BlackRock Health Sciences Trust in Q2 2021 and held it in 4 quarters.
  • Ford Financial Group's BlackRock Health Sciences Trust position peaked at $279K in Q3 2022.
  • 73 funds tracked by Wall St. Rank held BlackRock Health Sciences Trust as of Q4 2022.

Based on Ford Financial Group's 13F filing for Q4 2022, filed 13 Feb 2023.