Modera Wealth Management’s BlackRock Resources & Commodities Strategy Trust BCX Stock Holding History

Modera Wealth Management’s Portfolio BCX Stock Details BCX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-13,900	Closed	-$128K	–	607
2024 Q2	$128K	Buy	13,900 +850	+7%	+$7.85K	﹤0.01%	559
2024 Q1	$118K	Buy	13,050 +1,750	+15%	+$15.1K	﹤0.01%	557
2023 Q4	$100K	Buy	+11,300	New	+$99.6K	﹤0.01%	513

Other funds holding BCX

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

RJFSA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Modera Wealth Management's BCX Position: Q3 2024 in Review

Modera Wealth Management sold out of BlackRock Resources & Commodities Strategy Trust (BCX) in Q3 2024, closing a stake of 13,900 shares — an estimated $128K sold.

Modera Wealth Management first reported a position in BCX in Q4 2023 and held it in 3 quarters. The position peaked at $128K in Q2 2024. 120 funds tracked by Wall St. Rank hold BCX as of Q3 2024.

Modera Wealth Management reported no remaining BlackRock Resources & Commodities Strategy Trust position as of Q3 2024 after selling out during the quarter.
Modera Wealth Management sold 13,900 BlackRock Resources & Commodities Strategy Trust shares in Q3 2024, an estimated $128K.
Modera Wealth Management first reported a position in BlackRock Resources & Commodities Strategy Trust in Q4 2023 and held it in 3 quarters.
Modera Wealth Management's BlackRock Resources & Commodities Strategy Trust position peaked at $128K in Q2 2024.
120 funds tracked by Wall St. Rank held BlackRock Resources & Commodities Strategy Trust as of Q3 2024.

Based on Modera Wealth Management's 13F filing for Q3 2024, filed 24 Oct 2024.