Money Concepts Capital’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

Money Concepts Capital’s Portfolio BIT Stock Details BIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,000	Closed	-$14.2K	–	725
2022 Q4	$14.2K	Buy	+1,000	New	+$14.6K	﹤0.01%	1845
2022 Q2	–	Sell	-1,000	Closed	-$16K	–	1557
2022 Q1	$16K	Buy	+1,000	New	+$16.5K	﹤0.01%	1704

Other funds holding BIT

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

SCA

Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Money Concepts Capital's BIT Position: Q1 2023 in Review

Money Concepts Capital sold out of BlackRock Multi-Sector Income Trust (BIT) in Q1 2023, closing a stake of 1,000 shares — an estimated $14.2K sold.

Money Concepts Capital first reported a position in BIT in Q1 2022 and held it in 2 quarters. The position peaked at $16K in Q1 2022. 70 funds tracked by Wall St. Rank hold BIT as of Q1 2023.

Money Concepts Capital reported no remaining BlackRock Multi-Sector Income Trust position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 1,000 BlackRock Multi-Sector Income Trust shares in Q1 2023, an estimated $14.2K.
Money Concepts Capital first reported a position in BlackRock Multi-Sector Income Trust in Q1 2022 and held it in 2 quarters.
Money Concepts Capital's BlackRock Multi-Sector Income Trust position peaked at $16K in Q1 2022.
70 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.