FourThought Financial Partners’s BlackRock Limited Duration Income Trust BLW Stock Holding History

FourThought Financial Partners’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	-88,725	Closed	-$1.24M	–	333
2023 Q4	$1.24M	Sell	88,725 -1,627	-2%	-$21.2K	0.16%	108
2023 Q3	$1.16M	Sell	90,352 -86	-0.1%	-$1.12K	0.16%	102
2023 Q2	$1.16M	Sell	90,438 -4,019	-4%	-$51.8K	0.15%	108
2023 Q1	$1.24M	Buy	94,457 +7,990	+9%	+$106K	0.17%	109
2022 Q4	$1.13M	Buy	+86,467	New	+$1.1M	0.16%	112

Other funds holding BLW

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 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

FourThought Financial Partners's BLW Position: Q1 2024 in Review

FourThought Financial Partners sold out of BlackRock Limited Duration Income Trust (BLW) in Q1 2024, closing a stake of 88,725 shares — an estimated $1.24M sold.

FourThought Financial Partners first reported a position in BLW in Q4 2022 and held it in 5 quarters. The position peaked at $1.24M in Q4 2023. 80 funds tracked by Wall St. Rank hold BLW as of Q1 2024.

FourThought Financial Partners reported no remaining BlackRock Limited Duration Income Trust position as of Q1 2024 after selling out during the quarter.
FourThought Financial Partners sold 88,725 BlackRock Limited Duration Income Trust shares in Q1 2024, an estimated $1.24M.
FourThought Financial Partners first reported a position in BlackRock Limited Duration Income Trust in Q4 2022 and held it in 5 quarters.
FourThought Financial Partners's BlackRock Limited Duration Income Trust position peaked at $1.24M in Q4 2023.
80 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q1 2024.

Based on FourThought Financial Partners's 13F filing for Q1 2024, filed 14 May 2024.