FWM
BGT icon

Foresight Wealth Management’s BlackRock Floating Rate Income Trust BGT Stock Holding History

Foresight Wealth Management’s Portfolio BGT Stock Details BGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-27,338
Closed -$363K – 134
2021
Q3 		$363K Buy
27,338
+8,157
+43% +$106K 0.07% 88
2021
Q2 		$247K Buy
+19,181
New +$243K 0.05% 105

Other funds holding BGT

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return

Foresight Wealth Management's BGT Position: Q4 2021 in Review

Foresight Wealth Management sold out of BlackRock Floating Rate Income Trust (BGT) in Q4 2021, closing a stake of 27,338 shares — an estimated $363K sold.

Foresight Wealth Management first reported a position in BGT in Q2 2021 and held it in 2 quarters. The position peaked at $363K in Q3 2021. 55 funds tracked by Wall St. Rank hold BGT as of Q4 2021.

  • Foresight Wealth Management reported no remaining BlackRock Floating Rate Income Trust position as of Q4 2021 after selling out during the quarter.
  • Foresight Wealth Management sold 27,338 BlackRock Floating Rate Income Trust shares in Q4 2021, an estimated $363K.
  • Foresight Wealth Management first reported a position in BlackRock Floating Rate Income Trust in Q2 2021 and held it in 2 quarters.
  • Foresight Wealth Management's BlackRock Floating Rate Income Trust position peaked at $363K in Q3 2021.
  • 55 funds tracked by Wall St. Rank held BlackRock Floating Rate Income Trust as of Q4 2021.

Based on Foresight Wealth Management's 13F filing for Q4 2021, filed 4 Feb 2022.