Institute for Wealth Management’s BlackRock Resources & Commodities Strategy Trust BCX Stock Holding History

Institute for Wealth Management’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
2024 Q1	–	Sell	-18,338	Closed	-$163K	–	511
2023 Q4	$163K	Hold	18,338	–	–	0.03%	472
2023 Q3	$169K	Buy	+18,338	New	+$172K	0.03%	441
2022 Q3	–	Sell	-11,885	Closed	-$107K	–	464
2022 Q2	$107K	Buy	+11,885	New	+$126K	0.02%	514

Other funds holding BCX

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

SCM

Saba Capital Management New York $3.62B AUM 13% 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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Institute for Wealth Management's BCX Position: Q1 2024 in Review

Institute for Wealth Management sold out of BlackRock Resources & Commodities Strategy Trust (BCX) in Q1 2024, closing a stake of 18,338 shares — an estimated $163K sold.

Institute for Wealth Management first reported a position in BCX in Q2 2022 and held it in 3 quarters. The position peaked at $169K in Q3 2023. 123 funds tracked by Wall St. Rank hold BCX as of Q1 2024.

Institute for Wealth Management reported no remaining BlackRock Resources & Commodities Strategy Trust position as of Q1 2024 after selling out during the quarter.
Institute for Wealth Management sold 18,338 BlackRock Resources & Commodities Strategy Trust shares in Q1 2024, an estimated $163K.
Institute for Wealth Management first reported a position in BlackRock Resources & Commodities Strategy Trust in Q2 2022 and held it in 3 quarters.
Institute for Wealth Management's BlackRock Resources & Commodities Strategy Trust position peaked at $169K in Q3 2023.
123 funds tracked by Wall St. Rank held BlackRock Resources & Commodities Strategy Trust as of Q1 2024.

Based on Institute for Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.