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High Net Worth Advisory Group’s BlackRock Income Trust BKT Stock Holding History

High Net Worth Advisory Group’s Portfolio BKT Stock Details BKT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,952
Closed -$36.4K – 238
2022
Q4 		$36.4K Hold
2,952
– – 0.01% 370
2022
Q3 		$37K Hold
2,952
– – 0.02% 372
2022
Q2 		$40K Hold
2,952
– – 0.02% 354
2022
Q1 		$45K Hold
2,952
– – 0.02% 352
2021
Q4 		$50K Buy
+2,952
New +$52.6K 0.02% 350

Other funds holding BKT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VRM
Vectors Research Management New York $342M AUM 19.83% 1-Year Est. Return
HC
HNP Capital Rochester, New York $359M AUM 3.18% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

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

High Net Worth Advisory Group sold out of BlackRock Income Trust (BKT) in Q1 2023, closing a stake of 2,952 shares — an estimated $36.4K sold.

High Net Worth Advisory Group first reported a position in BKT in Q4 2021 and held it in 5 quarters. The position peaked at $50K in Q4 2021. 63 funds tracked by Wall St. Rank hold BKT as of Q1 2023.

  • High Net Worth Advisory Group reported no remaining BlackRock Income Trust position as of Q1 2023 after selling out during the quarter.
  • High Net Worth Advisory Group sold 2,952 BlackRock Income Trust shares in Q1 2023, an estimated $36.4K.
  • High Net Worth Advisory Group first reported a position in BlackRock Income Trust in Q4 2021 and held it in 5 quarters.
  • High Net Worth Advisory Group's BlackRock Income Trust position peaked at $50K in Q4 2021.
  • 63 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q1 2023.

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