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Foundations Investment Advisors’s BlackRock Income Trust BKT Stock Holding History

Foundations Investment Advisors’s Portfolio BKT Stock Details BKT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-148,833
Closed -$1.87M – 577
2023
Q1 		$1.87M Buy
148,833
+10,286
+7% +$132K 0.07% 176
2022
Q4 		$1.71M Buy
138,547
+42,301
+44% +$522K 0.07% 155
2022
Q3 		$1.2M Buy
96,246
+24,782
+35% +$337K 0.05% 149
2022
Q2 		$994K Buy
71,464
+48,046
+205% +$674K 0.04% 145
2022
Q1 		$348K Buy
23,418
+7,867
+51% +$123K 0.01% 251
2021
Q4 		$262K Buy
15,551
+4,802
+45% +$85.5K 0.01% 301
2021
Q3 		$203K Buy
10,749
+262
+2% +$5K 0.01% 302
2021
Q2 		$198K Sell
10,487
-452
-4% -$8.42K 0.01% 292
2021
Q1 		$201K Buy
10,939
+1,423
+15% +$26K 0.01% 216
2020
Q4 		$173K Buy
9,516
+3,878
+69% +$71K 0.01% 185
2020
Q3 		$102K Sell
5,638
-11,854
-68% -$219K 0.02% 165
2020
Q2 		$327K Buy
+17,492
New +$320K 0.03% 130

Other funds holding BKT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VRM
Vectors Research Management New York $342M AUM 19.83% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Foundations Investment Advisors's BKT Position: Q2 2023 in Review

Foundations Investment Advisors sold out of BlackRock Income Trust (BKT) in Q2 2023, closing a stake of 148,833 shares — an estimated $1.87M sold.

Foundations Investment Advisors first reported a position in BKT in Q2 2020 and held it in 12 quarters. The position peaked at $1.87M in Q1 2023. 58 funds tracked by Wall St. Rank hold BKT as of Q2 2023.

  • Foundations Investment Advisors reported no remaining BlackRock Income Trust position as of Q2 2023 after selling out during the quarter.
  • Foundations Investment Advisors sold 148,833 BlackRock Income Trust shares in Q2 2023, an estimated $1.87M.
  • Foundations Investment Advisors first reported a position in BlackRock Income Trust in Q2 2020 and held it in 12 quarters.
  • Foundations Investment Advisors's BlackRock Income Trust position peaked at $1.87M in Q1 2023.
  • 58 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q2 2023.

Based on Foundations Investment Advisors's 13F filing for Q2 2023, filed 19 Jul 2023.