LexAurum Advisors’s BlackRock Income Trust BKT Stock Holding History

LexAurum Advisors’s Portfolio BKT Stock Details BKT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-7,328	Closed	-$91K	–	252
2022 Q3	$91K	Hold	7,328	–	–	0.04%	237
2022 Q2	$100K	Hold	7,328	–	–	0.04%	244
2022 Q1	$113K	Hold	7,328	–	–	0.04%	257
2021 Q4	$124K	Hold	7,328	–	–	0.04%	247
2021 Q3	$134K	Hold	7,328	–	–	0.04%	272
2021 Q2	$139K	Hold	7,328	–	–	0.04%	277
2021 Q1	$134K	Hold	7,328	–	–	0.05%	236
2020 Q4	$133K	Hold	7,328	–	–	0.05%	233
2020 Q3	$134K	Hold	7,328	–	–	0.06%	214
2020 Q2	$136K	Hold	7,328	–	–	0.07%	193
2020 Q1	$127K	Hold	7,328	–	–	0.09%	176
2019 Q4	$133K	Hold	7,328	–	–	0.07%	199
2019 Q3	$134K	Hold	7,328	–	–	0.08%	179
2019 Q2	$133K	Hold	7,328	–	–	0.08%	163
2019 Q1	$131K	Hold	7,328	–	–	0.09%	158
2018 Q4	$124K	Sell	7,328 -3,981	-35%	-$67.6K	0.1%	140
2018 Q3	$194K	Hold	11,309	–	–	0.14%	148
2018 Q2	$198K	Hold	11,309	–	–	0.18%	134
2018 Q1	$199K	Sell	11,309 -399	-3%	-$7.09K	0.17%	137
2017 Q4	$213K	Buy	+11,708	New	+$218K	0.2%	135

Other funds holding BKT

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

VRM

Vectors Research Management New York $342M AUM 19.83% 1-Year Est. Return

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

HNP Capital Rochester, New York $359M AUM 3.18% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

1CP

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

MWM

Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return

LexAurum Advisors's BKT Position: Q4 2022 in Review

LexAurum Advisors sold out of BlackRock Income Trust (BKT) in Q4 2022, closing a stake of 7,328 shares — an estimated $91K sold.

LexAurum Advisors first reported a position in BKT in Q4 2017 and held it in 20 quarters. The position peaked at $213K in Q4 2017. 59 funds tracked by Wall St. Rank hold BKT as of Q4 2022.

LexAurum Advisors reported no remaining BlackRock Income Trust position as of Q4 2022 after selling out during the quarter.
LexAurum Advisors sold 7,328 BlackRock Income Trust shares in Q4 2022, an estimated $91K.
LexAurum Advisors first reported a position in BlackRock Income Trust in Q4 2017 and held it in 20 quarters.
LexAurum Advisors's BlackRock Income Trust position peaked at $213K in Q4 2017.
59 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q4 2022.

Based on LexAurum Advisors's 13F filing for Q4 2022, filed 23 Jan 2023.