High Net Worth Advisory Group’s BlackRock Resources & Commodities Strategy Trust BCX Stock Holding History

High Net Worth Advisory Group’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
2023 Q1	–	Sell	-2,268	Closed	-$22.6K	–	227
2022 Q4	$22.6K	Hold	2,268	–	–	0.01%	425
2022 Q3	$20K	Hold	2,268	–	–	0.01%	450
2022 Q2	$20K	Hold	2,268	–	–	0.01%	448
2022 Q1	$25K	Sell	2,268 -1,000	-31%	-$10.2K	0.01%	420
2021 Q4	$31K	Buy	+3,268	New	+$30.5K	0.01%	397

Other funds holding BCX

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

High Net Worth Advisory Group's BCX Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of BlackRock Resources & Commodities Strategy Trust (BCX) in Q1 2023, closing a stake of 2,268 shares — an estimated $22.6K sold.

High Net Worth Advisory Group first reported a position in BCX in Q4 2021 and held it in 5 quarters. The position peaked at $31K in Q4 2021. 125 funds tracked by Wall St. Rank hold BCX as of Q1 2023.

High Net Worth Advisory Group reported no remaining BlackRock Resources & Commodities Strategy Trust position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 2,268 BlackRock Resources & Commodities Strategy Trust shares in Q1 2023, an estimated $22.6K.
High Net Worth Advisory Group first reported a position in BlackRock Resources & Commodities Strategy Trust in Q4 2021 and held it in 5 quarters.
High Net Worth Advisory Group's BlackRock Resources & Commodities Strategy Trust position peaked at $31K in Q4 2021.
125 funds tracked by Wall St. Rank held BlackRock Resources & Commodities Strategy Trust as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.