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GHP Investment Advisors’s BlackRock Energy and Resources Trust BGR Stock Holding History

GHP Investment Advisors’s Portfolio BGR Stock Details BGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,177
Closed -$15.2K – 986
2024
Q3 		$15.2K Buy
+1,177
New +$15.2K ﹤0.01% 662

Other funds holding BGR

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GHP Investment Advisors's BGR Position: Q4 2024 in Review

GHP Investment Advisors sold out of BlackRock Energy and Resources Trust (BGR) in Q4 2024, closing a stake of 1,177 shares — an estimated $15.2K sold.

GHP Investment Advisors first reported a position in BGR in Q3 2024 and held it in 1 quarter. The position peaked at $15.2K in Q3 2024. 66 funds tracked by Wall St. Rank hold BGR as of Q4 2024.

  • GHP Investment Advisors reported no remaining BlackRock Energy and Resources Trust position as of Q4 2024 after selling out during the quarter.
  • GHP Investment Advisors sold 1,177 BlackRock Energy and Resources Trust shares in Q4 2024, an estimated $15.2K.
  • GHP Investment Advisors first reported a position in BlackRock Energy and Resources Trust in Q3 2024 and held it in 1 quarter.
  • GHP Investment Advisors's BlackRock Energy and Resources Trust position peaked at $15.2K in Q3 2024.
  • 66 funds tracked by Wall St. Rank held BlackRock Energy and Resources Trust as of Q4 2024.

Based on GHP Investment Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.