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Herold Advisors’s BlackRock Resources & Commodities Strategy Trust BCX Stock Holding History

Herold Advisors’s Portfolio BCX Stock Details BCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-3,283
Closed -$36.2K – 235
2022
Q1 		$36.2K Buy
+3,283
New +$33.5K 0.01% 420
2021
Q4 		– Sell
-1,512
Closed -$13K – 242
2021
Q3 		$13K Buy
+1,512
New +$13.8K 0.01% 567

Other funds holding BCX

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Herold Advisors's BCX Position: Q2 2022 in Review

Herold Advisors sold out of BlackRock Resources & Commodities Strategy Trust (BCX) in Q2 2022, closing a stake of 3,283 shares — an estimated $36.2K sold.

Herold Advisors first reported a position in BCX in Q3 2021 and held it in 2 quarters. The position peaked at $36.2K in Q1 2022. 118 funds tracked by Wall St. Rank hold BCX as of Q2 2022.

  • Herold Advisors reported no remaining BlackRock Resources & Commodities Strategy Trust position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 3,283 BlackRock Resources & Commodities Strategy Trust shares in Q2 2022, an estimated $36.2K.
  • Herold Advisors first reported a position in BlackRock Resources & Commodities Strategy Trust in Q3 2021 and held it in 2 quarters.
  • Herold Advisors's BlackRock Resources & Commodities Strategy Trust position peaked at $36.2K in Q1 2022.
  • 118 funds tracked by Wall St. Rank held BlackRock Resources & Commodities Strategy Trust as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.