Lido Advisors
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Lido Advisors’s BlackRock Income Trust BKT Stock Holding History

Lido 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
Q3 		– Sell
-6,228
Closed -$84K – 952
2022
Q2 		$84K Sell
6,228
-54,836
-90% -$769K ﹤0.01% 905
2022
Q1 		$939K Sell
61,064
-112,501
-65% -$1.77M 0.01% 408
2021
Q4 		$2.94M Sell
173,565
-39
-0% -$694 0.03% 217
2021
Q3 		$3.18M Sell
173,604
-12,222
-7% -$233K 0.04% 206
2021
Q2 		$3.53M Buy
185,826
+37,117
+25% +$691K 0.05% 188
2021
Q1 		$2.73M Buy
148,709
+18,723
+14% +$343K 0.05% 188
2020
Q4 		$2.38M Buy
129,986
+40,560
+45% +$742K 0.05% 192
2020
Q3 		$1.64M Buy
89,426
+17,149
+24% +$317K 0.04% 187
2020
Q2 		$1.34M Buy
72,277
+48,464
+204% +$886K 0.04% 200
2020
Q1 		$411K Sell
23,813
-8,241
-26% -$149K 0.02% 359
2019
Q4 		$585K Sell
32,054
-1,344
-4% -$24.5K 0.02% 348
2019
Q3 		$609K Sell
33,398
-2,938
-8% -$53.3K 0.03% 294
2019
Q2 		$659K Sell
36,336
-15,264
-30% -$273K 0.04% 252
2019
Q1 		$921K Buy
51,600
+3,782
+8% +$66.4K 0.06% 192
2018
Q4 		$812K Buy
+47,818
New +$812K 0.08% 147

Other funds holding BKT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
HC
HNP Capital Rochester, New York $359M AUM 3.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lido Advisors's BKT Position: Q3 2022 in Review

Lido Advisors sold out of BlackRock Income Trust (BKT) in Q3 2022, closing a stake of 6,228 shares — an estimated $84K sold.

Lido Advisors first reported a position in BKT in Q4 2018 and held it in 15 quarters. The position peaked at $3.53M in Q2 2021. 74 funds tracked by Wall St. Rank hold BKT as of Q3 2022.

  • Lido Advisors reported no remaining BlackRock Income Trust position as of Q3 2022 after selling out during the quarter.
  • Lido Advisors sold 6,228 BlackRock Income Trust shares in Q3 2022, an estimated $84K.
  • Lido Advisors first reported a position in BlackRock Income Trust in Q4 2018 and held it in 15 quarters.
  • Lido Advisors's BlackRock Income Trust position peaked at $3.53M in Q2 2021.
  • 74 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q3 2022.

Based on Lido Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.