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LM Advisors’s BlackRock Health Sciences Trust BME Stock Holding History

LM Advisors’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
Q2 		– Sell
-107,342
Closed -$1.76M – 192
2024
Q1 		$1.76M Buy
+107,342
New +$4.49M 0.28% 72

Other funds holding BME

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $313M AUM 13.76% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LM Advisors's BME Position: Q2 2024 in Review

LM Advisors sold out of BlackRock Health Sciences Trust (BME) in Q2 2024, closing a stake of 107,342 shares — an estimated $1.76M sold.

LM Advisors first reported a position in BME in Q1 2024 and held it in 1 quarter. The position peaked at $1.76M in Q1 2024. 69 funds tracked by Wall St. Rank hold BME as of Q2 2024.

  • LM Advisors reported no remaining BlackRock Health Sciences Trust position as of Q2 2024 after selling out during the quarter.
  • LM Advisors sold 107,342 BlackRock Health Sciences Trust shares in Q2 2024, an estimated $1.76M.
  • LM Advisors first reported a position in BlackRock Health Sciences Trust in Q1 2024 and held it in 1 quarter.
  • LM Advisors's BlackRock Health Sciences Trust position peaked at $1.76M in Q1 2024.
  • 69 funds tracked by Wall St. Rank held BlackRock Health Sciences Trust as of Q2 2024.

Based on LM Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.