HFRG
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Houlihan Financial Resource Group’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

Houlihan Financial Resource Group’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
2023
Q3 		– Sell
-19,200
Closed -$281K – 103
2023
Q2 		$281K Buy
+19,200
New +$278K 0.01% 119

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
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
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Houlihan Financial Resource Group's BIT Position: Q3 2023 in Review

Houlihan Financial Resource Group sold out of BlackRock Multi-Sector Income Trust (BIT) in Q3 2023, closing a stake of 19,200 shares — an estimated $281K sold.

Houlihan Financial Resource Group first reported a position in BIT in Q2 2023 and held it in 1 quarter. The position peaked at $281K in Q2 2023. 77 funds tracked by Wall St. Rank hold BIT as of Q3 2023.

  • Houlihan Financial Resource Group reported no remaining BlackRock Multi-Sector Income Trust position as of Q3 2023 after selling out during the quarter.
  • Houlihan Financial Resource Group sold 19,200 BlackRock Multi-Sector Income Trust shares in Q3 2023, an estimated $281K.
  • Houlihan Financial Resource Group first reported a position in BlackRock Multi-Sector Income Trust in Q2 2023 and held it in 1 quarter.
  • Houlihan Financial Resource Group's BlackRock Multi-Sector Income Trust position peaked at $281K in Q2 2023.
  • 77 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q3 2023.

Based on Houlihan Financial Resource Group's 13F filing for Q3 2023, filed 9 Nov 2023.