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Laird Norton Wetherby Wealth Management’s BlackRock Energy and Resources Trust BGR Stock Holding History

Laird Norton Wetherby Wealth Management’s Portfolio BGR Stock Details BGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-15,056
Closed -$162K – 910
2022
Q3 		$162K Sell
15,056
-1,692
-10% -$18.9K 0.01% 819
2022
Q2 		$184K Buy
+16,748
New +$200K 0.01% 826

Other funds holding BGR

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's BGR Position: Q4 2022 in Review

Laird Norton Wetherby Wealth Management sold out of BlackRock Energy and Resources Trust (BGR) in Q4 2022, closing a stake of 15,056 shares — an estimated $162K sold.

Laird Norton Wetherby Wealth Management first reported a position in BGR in Q2 2022 and held it in 2 quarters. The position peaked at $184K in Q2 2022. 76 funds tracked by Wall St. Rank hold BGR as of Q4 2022.

  • Laird Norton Wetherby Wealth Management reported no remaining BlackRock Energy and Resources Trust position as of Q4 2022 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 15,056 BlackRock Energy and Resources Trust shares in Q4 2022, an estimated $162K.
  • Laird Norton Wetherby Wealth Management first reported a position in BlackRock Energy and Resources Trust in Q2 2022 and held it in 2 quarters.
  • Laird Norton Wetherby Wealth Management's BlackRock Energy and Resources Trust position peaked at $184K in Q2 2022.
  • 76 funds tracked by Wall St. Rank held BlackRock Energy and Resources Trust as of Q4 2022.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.