KWA
BNY

Kingswood Wealth Advisors’s BlackRock New York Municipal Income Trust BNY Stock Holding History

Kingswood Wealth Advisors’s Portfolio BNY Stock Details BNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-16,339
Closed -$172K – 626
2023
Q4 		$172K Buy
+16,339
New +$157K 0.02% 592
2023
Q3 		– Sell
-16,339
Closed -$169K – 430
2023
Q2 		$169K Buy
+16,339
New +$166K 0.05% 254

Other funds holding BNY

SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 26.7% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $1.15B AUM 24.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kingswood Wealth Advisors's BNY Position: Q1 2024 in Review

Kingswood Wealth Advisors sold out of BlackRock New York Municipal Income Trust (BNY) in Q1 2024, closing a stake of 16,339 shares — an estimated $172K sold.

Kingswood Wealth Advisors first reported a position in BNY in Q2 2023 and held it in 2 quarters. The position peaked at $172K in Q4 2023. 52 funds tracked by Wall St. Rank hold BNY as of Q1 2024.

  • Kingswood Wealth Advisors reported no remaining BlackRock New York Municipal Income Trust position as of Q1 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 16,339 BlackRock New York Municipal Income Trust shares in Q1 2024, an estimated $172K.
  • Kingswood Wealth Advisors first reported a position in BlackRock New York Municipal Income Trust in Q2 2023 and held it in 2 quarters.
  • Kingswood Wealth Advisors's BlackRock New York Municipal Income Trust position peaked at $172K in Q4 2023.
  • 52 funds tracked by Wall St. Rank held BlackRock New York Municipal Income Trust as of Q1 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.