LNWWM
BNY

Laird Norton Wetherby Wealth Management’s BlackRock New York Municipal Income Trust BNY Stock Holding History

Laird Norton Wetherby Wealth Management’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
2023
Q4 		– Sell
-10,569
Closed -$96.2K – 930
2023
Q3 		$96.2K Sell
10,569
-563
-5% -$5.58K 0.01% 873
2023
Q2 		$115K Buy
11,132
+702
+7% +$7.15K 0.01% 916
2023
Q1 		$108K Sell
10,430
-26
-0.2% -$275 0.01% 886
2022
Q4 		$105K Buy
+10,456
New +$103K 0.01% 860

Other funds holding BNY

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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 0.66% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's BNY Position: Q4 2023 in Review

Laird Norton Wetherby Wealth Management sold out of BlackRock New York Municipal Income Trust (BNY) in Q4 2023, closing a stake of 10,569 shares — an estimated $96.2K sold.

Laird Norton Wetherby Wealth Management first reported a position in BNY in Q4 2022 and held it in 4 quarters. The position peaked at $115K in Q2 2023. 51 funds tracked by Wall St. Rank hold BNY as of Q4 2023.

  • Laird Norton Wetherby Wealth Management reported no remaining BlackRock New York Municipal Income Trust position as of Q4 2023 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 10,569 BlackRock New York Municipal Income Trust shares in Q4 2023, an estimated $96.2K.
  • Laird Norton Wetherby Wealth Management first reported a position in BlackRock New York Municipal Income Trust in Q4 2022 and held it in 4 quarters.
  • Laird Norton Wetherby Wealth Management's BlackRock New York Municipal Income Trust position peaked at $115K in Q2 2023.
  • 51 funds tracked by Wall St. Rank held BlackRock New York Municipal Income Trust as of Q4 2023.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.