HA
BNY

Herold Advisors’s BlackRock New York Municipal Income Trust BNY Stock Holding History

Herold Advisors’s Portfolio BNY Stock Details BNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,540
Closed -$18.8K – 247
2022
Q1 		$18.8K Buy
+1,540
New +$20.3K 0.01% 518
2021
Q4 		– Sell
-1,504
Closed -$23K – 254
2021
Q3 		$23K Buy
+1,504
New +$23K 0.01% 495

Other funds holding BNY

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $964M AUM 18.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return

Herold Advisors's BNY Position: Q2 2022 in Review

Herold Advisors sold out of BlackRock New York Municipal Income Trust (BNY) in Q2 2022, closing a stake of 1,540 shares — an estimated $18.8K sold.

Herold Advisors first reported a position in BNY in Q3 2021 and held it in 2 quarters. The position peaked at $23K in Q3 2021. 42 funds tracked by Wall St. Rank hold BNY as of Q2 2022.

  • Herold Advisors reported no remaining BlackRock New York Municipal Income Trust position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 1,540 BlackRock New York Municipal Income Trust shares in Q2 2022, an estimated $18.8K.
  • Herold Advisors first reported a position in BlackRock New York Municipal Income Trust in Q3 2021 and held it in 2 quarters.
  • Herold Advisors's BlackRock New York Municipal Income Trust position peaked at $23K in Q3 2021.
  • 42 funds tracked by Wall St. Rank held BlackRock New York Municipal Income Trust as of Q2 2022.

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