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Joseph P. Lucia & Associates’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

Joseph P. Lucia & Associates’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
2021
Q4 		– Sell
-300
Closed -$6K – 167
2021
Q3 		$6K Buy
+300
New +$5.59K ﹤0.01% 418
2021
Q2 		– Sell
-1,000
Closed -$18K – 574
2021
Q1 		$18K Buy
+1,000
New +$17.6K 0.01% 298

Other funds holding BIT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Joseph P. Lucia & Associates's BIT Position: Q4 2021 in Review

Joseph P. Lucia & Associates sold out of BlackRock Multi-Sector Income Trust (BIT) in Q4 2021, closing a stake of 300 shares — an estimated $6K sold.

Joseph P. Lucia & Associates first reported a position in BIT in Q1 2021 and held it in 2 quarters. The position peaked at $18K in Q1 2021. 68 funds tracked by Wall St. Rank hold BIT as of Q4 2021.

  • Joseph P. Lucia & Associates reported no remaining BlackRock Multi-Sector Income Trust position as of Q4 2021 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 300 BlackRock Multi-Sector Income Trust shares in Q4 2021, an estimated $6K.
  • Joseph P. Lucia & Associates first reported a position in BlackRock Multi-Sector Income Trust in Q1 2021 and held it in 2 quarters.
  • Joseph P. Lucia & Associates's BlackRock Multi-Sector Income Trust position peaked at $18K in Q1 2021.
  • 68 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q4 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q4 2021, filed 4 Feb 2022.