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Fort Point Capital Partners’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History

Fort Point Capital Partners’s Portfolio BTT Stock Details BTT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-13,485
Closed -$280K – 294
2024
Q2 		$280K Buy
13,485
+1,292
+11% +$26.6K 0.04% 267
2024
Q1 		$257K Buy
+12,193
New +$257K 0.03% 279

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LSC
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UBS Group
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TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
AC
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Fort Point Capital Partners's BTT Position: Q3 2024 in Review

Fort Point Capital Partners sold out of BlackRock Municipal 2030 Target Term Trust (BTT) in Q3 2024, closing a stake of 13,485 shares — an estimated $280K sold.

Fort Point Capital Partners first reported a position in BTT in Q1 2024 and held it in 2 quarters. The position peaked at $280K in Q2 2024. 125 funds tracked by Wall St. Rank hold BTT as of Q3 2024.

  • Fort Point Capital Partners reported no remaining BlackRock Municipal 2030 Target Term Trust position as of Q3 2024 after selling out during the quarter.
  • Fort Point Capital Partners sold 13,485 BlackRock Municipal 2030 Target Term Trust shares in Q3 2024, an estimated $280K.
  • Fort Point Capital Partners first reported a position in BlackRock Municipal 2030 Target Term Trust in Q1 2024 and held it in 2 quarters.
  • Fort Point Capital Partners's BlackRock Municipal 2030 Target Term Trust position peaked at $280K in Q2 2024.
  • 125 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q3 2024.

Based on Fort Point Capital Partners's 13F filing for Q3 2024, filed 14 Nov 2024.