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Gradient Investments’s BlackRock Health Sciences Trust II BMEZ Stock Holding History

Gradient Investments’s Portfolio BMEZ Stock Details BMEZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-803
Closed -$12K – 1528
2022
Q3 		$12K Buy
+803
New +$13.3K ﹤0.01% 760

Other funds holding BMEZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Gradient Investments's BMEZ Position: Q4 2022 in Review

Gradient Investments sold out of BlackRock Health Sciences Trust II (BMEZ) in Q4 2022, closing a stake of 803 shares — an estimated $12K sold.

Gradient Investments first reported a position in BMEZ in Q3 2022 and held it in 1 quarter. The position peaked at $12K in Q3 2022. 82 funds tracked by Wall St. Rank hold BMEZ as of Q4 2022.

  • Gradient Investments reported no remaining BlackRock Health Sciences Trust II position as of Q4 2022 after selling out during the quarter.
  • Gradient Investments sold 803 BlackRock Health Sciences Trust II shares in Q4 2022, an estimated $12K.
  • Gradient Investments first reported a position in BlackRock Health Sciences Trust II in Q3 2022 and held it in 1 quarter.
  • Gradient Investments's BlackRock Health Sciences Trust II position peaked at $12K in Q3 2022.
  • 82 funds tracked by Wall St. Rank held BlackRock Health Sciences Trust II as of Q4 2022.

Based on Gradient Investments's 13F filing for Q4 2022, filed 10 Jan 2023.