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Fortis Group Advisors’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Fortis Group Advisors’s Portfolio BLW Stock Details BLW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-500
Closed -$6.99K – 517
2023
Q4 		$6.99K Buy
500
+250
+100% +$3.25K ﹤0.01% 329
2023
Q3 		$3.22K Buy
+250
New +$3.27K ﹤0.01% 330

Other funds holding BLW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
BZWA
Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fortis Group Advisors's BLW Position: Q1 2024 in Review

Fortis Group Advisors sold out of BlackRock Limited Duration Income Trust (BLW) in Q1 2024, closing a stake of 500 shares — an estimated $6.99K sold.

Fortis Group Advisors first reported a position in BLW in Q3 2023 and held it in 2 quarters. The position peaked at $6.99K in Q4 2023. 80 funds tracked by Wall St. Rank hold BLW as of Q1 2024.

  • Fortis Group Advisors reported no remaining BlackRock Limited Duration Income Trust position as of Q1 2024 after selling out during the quarter.
  • Fortis Group Advisors sold 500 BlackRock Limited Duration Income Trust shares in Q1 2024, an estimated $6.99K.
  • Fortis Group Advisors first reported a position in BlackRock Limited Duration Income Trust in Q3 2023 and held it in 2 quarters.
  • Fortis Group Advisors's BlackRock Limited Duration Income Trust position peaked at $6.99K in Q4 2023.
  • 80 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q1 2024.

Based on Fortis Group Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.