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Marcum Wealth’s BlackRock Utilities, Infrastructure & Power Opportunities Trust BUI Stock Holding History

Marcum Wealth’s Portfolio BUI Stock Details BUI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-8,331
Closed -$209K – 394
2021
Q3 		$209K Hold
8,331
– – 0.03% 297
2021
Q2 		$215K Buy
+8,331
New +$218K 0.03% 269

Other funds holding BUI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LWM
Loveless Wealth Management Billings, Montana $153M AUM 3.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

Marcum Wealth's BUI Position: Q4 2021 in Review

Marcum Wealth sold out of BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) in Q4 2021, closing a stake of 8,331 shares — an estimated $209K sold.

Marcum Wealth first reported a position in BUI in Q2 2021 and held it in 2 quarters. The position peaked at $215K in Q2 2021. 54 funds tracked by Wall St. Rank hold BUI as of Q4 2021.

  • Marcum Wealth reported no remaining BlackRock Utilities, Infrastructure & Power Opportunities Trust position as of Q4 2021 after selling out during the quarter.
  • Marcum Wealth sold 8,331 BlackRock Utilities, Infrastructure & Power Opportunities Trust shares in Q4 2021, an estimated $209K.
  • Marcum Wealth first reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust in Q2 2021 and held it in 2 quarters.
  • Marcum Wealth's BlackRock Utilities, Infrastructure & Power Opportunities Trust position peaked at $215K in Q2 2021.
  • 54 funds tracked by Wall St. Rank held BlackRock Utilities, Infrastructure & Power Opportunities Trust as of Q4 2021.

Based on Marcum Wealth's 13F filing for Q4 2021, filed 1 Feb 2022.