Larson Financial Group’s BlackRock Health Sciences Trust BME Stock Holding History

Larson Financial Group’s Portfolio BME Stock Details BME Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-42	Closed	-$1.7K	–	1804
2023 Q4	$1.7K	Hold	42	–	–	﹤0.01%	1391
2023 Q3	$1.64K	Hold	42	–	–	﹤0.01%	1395
2023 Q2	$1.71K	Hold	42	–	–	﹤0.01%	1289
2023 Q1	$1.76K	Buy	+42	New	+$1.77K	﹤0.01%	1266

Other funds holding BME

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NRW

Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Larson Financial Group's BME Position: Q1 2024 in Review

Larson Financial Group sold out of BlackRock Health Sciences Trust (BME) in Q1 2024, closing a stake of 42 shares — an estimated $1.7K sold.

Larson Financial Group first reported a position in BME in Q1 2023 and held it in 4 quarters. The position peaked at $1.76K in Q1 2023. 74 funds tracked by Wall St. Rank hold BME as of Q1 2024.

Larson Financial Group reported no remaining BlackRock Health Sciences Trust position as of Q1 2024 after selling out during the quarter.
Larson Financial Group sold 42 BlackRock Health Sciences Trust shares in Q1 2024, an estimated $1.7K.
Larson Financial Group first reported a position in BlackRock Health Sciences Trust in Q1 2023 and held it in 4 quarters.
Larson Financial Group's BlackRock Health Sciences Trust position peaked at $1.76K in Q1 2023.
74 funds tracked by Wall St. Rank held BlackRock Health Sciences Trust as of Q1 2024.

Based on Larson Financial Group's 13F filing for Q1 2024, filed 3 May 2024.