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Hoey Investments’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

Hoey Investments’s Portfolio BIT Stock Details BIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-100
Closed -$1.5K – 351
2023
Q4 		$1.5K Hold
100
– – ﹤0.01% 307
2023
Q3 		$1.45K Hold
100
– – ﹤0.01% 309
2023
Q2 		$1.44K Sell
100
-2,100
-95% -$30.4K ﹤0.01% 305
2023
Q1 		$32.1K Sell
2,200
-1,278
-37% -$18.9K 0.01% 153
2022
Q4 		$49.4K Sell
3,478
-4,971
-59% -$72.7K 0.02% 132
2022
Q3 		$120K Buy
+8,449
New +$131K 0.05% 106

Other funds holding BIT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Hoey Investments's BIT Position: Q1 2024 in Review

Hoey Investments sold out of BlackRock Multi-Sector Income Trust (BIT) in Q1 2024, closing a stake of 100 shares — an estimated $1.5K sold.

Hoey Investments first reported a position in BIT in Q3 2022 and held it in 6 quarters. The position peaked at $120K in Q3 2022. 77 funds tracked by Wall St. Rank hold BIT as of Q1 2024.

  • Hoey Investments reported no remaining BlackRock Multi-Sector Income Trust position as of Q1 2024 after selling out during the quarter.
  • Hoey Investments sold 100 BlackRock Multi-Sector Income Trust shares in Q1 2024, an estimated $1.5K.
  • Hoey Investments first reported a position in BlackRock Multi-Sector Income Trust in Q3 2022 and held it in 6 quarters.
  • Hoey Investments's BlackRock Multi-Sector Income Trust position peaked at $120K in Q3 2022.
  • 77 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q1 2024.

Based on Hoey Investments's 13F filing for Q1 2024, filed 10 May 2024.