Lido Advisors
BNY

Lido Advisors’s BlackRock New York Municipal Income Trust BNY Stock Holding History

Lido Advisors’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
2024
Q1 		– Sell
-70,821
Closed -$746K – 1391
2023
Q4 		$746K Buy
+70,821
New +$678K 0.01% 720
2018
Q2 		– Sell
-11,451
Closed -$149K – 422
2018
Q1 		$149K Buy
+11,451
New +$155K 0.02% 380

Other funds holding BNY

SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 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 0.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 26.7% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $1.15B AUM 24.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Lido Advisors's BNY Position: Q1 2024 in Review

Lido Advisors sold out of BlackRock New York Municipal Income Trust (BNY) in Q1 2024, closing a stake of 70,821 shares — an estimated $746K sold.

Lido Advisors first reported a position in BNY in Q1 2018 and held it in 2 quarters. The position peaked at $746K in Q4 2023. 52 funds tracked by Wall St. Rank hold BNY as of Q1 2024.

  • Lido Advisors reported no remaining BlackRock New York Municipal Income Trust position as of Q1 2024 after selling out during the quarter.
  • Lido Advisors sold 70,821 BlackRock New York Municipal Income Trust shares in Q1 2024, an estimated $746K.
  • Lido Advisors first reported a position in BlackRock New York Municipal Income Trust in Q1 2018 and held it in 2 quarters.
  • Lido Advisors's BlackRock New York Municipal Income Trust position peaked at $746K in Q4 2023.
  • 52 funds tracked by Wall St. Rank held BlackRock New York Municipal Income Trust as of Q1 2024.

Based on Lido Advisors's 13F filing for Q1 2024, filed 15 May 2024.