FAG
BYM

Fortitude Advisory Group’s BlackRock Municipal Income Quality Trust BYM Stock Holding History

Fortitude Advisory Group’s Portfolio BYM Stock Details BYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-8,235
Closed -$109K – 365
2022
Q1 		$109K Hold
8,235
– – 0.06% 333
2021
Q4 		$129K Buy
+8,235
New +$127K 0.06% 290

Other funds holding BYM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CAM
Covenant Asset Management Chester, New Jersey $595M AUM 38.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

Fortitude Advisory Group's BYM Position: Q2 2022 in Review

Fortitude Advisory Group sold out of BlackRock Municipal Income Quality Trust (BYM) in Q2 2022, closing a stake of 8,235 shares — an estimated $109K sold.

Fortitude Advisory Group first reported a position in BYM in Q4 2021 and held it in 2 quarters. The position peaked at $129K in Q4 2021. 52 funds tracked by Wall St. Rank hold BYM as of Q2 2022.

  • Fortitude Advisory Group reported no remaining BlackRock Municipal Income Quality Trust position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 8,235 BlackRock Municipal Income Quality Trust shares in Q2 2022, an estimated $109K.
  • Fortitude Advisory Group first reported a position in BlackRock Municipal Income Quality Trust in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's BlackRock Municipal Income Quality Trust position peaked at $129K in Q4 2021.
  • 52 funds tracked by Wall St. Rank held BlackRock Municipal Income Quality Trust as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.