Foundations Investment Advisors’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

Foundations Investment Advisors’s Portfolio BIT Stock Details BIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-228,141	Closed	-$3.62M	–	757
2024 Q1	$3.62M	Buy	228,141 +8,340	+4%	+$128K	0.09%	170
2023 Q4	$3.42M	Buy	219,801 +24,010	+12%	+$352K	0.09%	167
2023 Q3	$2.83M	Buy	195,791 +27,565	+16%	+$404K	0.09%	181
2023 Q2	$2.42M	Buy	+168,226	New	+$2.44M	0.08%	174

Other funds holding BIT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Foundations Investment Advisors's BIT Position: Q2 2024 in Review

Foundations Investment Advisors sold out of BlackRock Multi-Sector Income Trust (BIT) in Q2 2024, closing a stake of 228,141 shares — an estimated $3.62M sold.

Foundations Investment Advisors first reported a position in BIT in Q2 2023 and held it in 4 quarters. The position peaked at $3.62M in Q1 2024. 80 funds tracked by Wall St. Rank hold BIT as of Q2 2024.

Foundations Investment Advisors reported no remaining BlackRock Multi-Sector Income Trust position as of Q2 2024 after selling out during the quarter.
Foundations Investment Advisors sold 228,141 BlackRock Multi-Sector Income Trust shares in Q2 2024, an estimated $3.62M.
Foundations Investment Advisors first reported a position in BlackRock Multi-Sector Income Trust in Q2 2023 and held it in 4 quarters.
Foundations Investment Advisors's BlackRock Multi-Sector Income Trust position peaked at $3.62M in Q1 2024.
80 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q2 2024.

Based on Foundations Investment Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.