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OneAscent Financial Services’s BlackRock Resources & Commodities Strategy Trust BCX Stock Holding History

OneAscent Financial Services’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
2022
Q4 		– Sell
-20,732
Closed -$180K – 186
2022
Q3 		$180K Sell
20,732
-2,156
-9% -$19.4K 0.07% 186
2022
Q2 		$206K Buy
+22,888
New +$242K 0.09% 202

Other funds holding BCX

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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

OneAscent Financial Services's BCX Position: Q4 2022 in Review

OneAscent Financial Services sold out of BlackRock Resources & Commodities Strategy Trust (BCX) in Q4 2022, closing a stake of 20,732 shares — an estimated $180K sold.

OneAscent Financial Services first reported a position in BCX in Q2 2022 and held it in 2 quarters. The position peaked at $206K in Q2 2022. 127 funds tracked by Wall St. Rank hold BCX as of Q4 2022.

  • OneAscent Financial Services reported no remaining BlackRock Resources & Commodities Strategy Trust position as of Q4 2022 after selling out during the quarter.
  • OneAscent Financial Services sold 20,732 BlackRock Resources & Commodities Strategy Trust shares in Q4 2022, an estimated $180K.
  • OneAscent Financial Services first reported a position in BlackRock Resources & Commodities Strategy Trust in Q2 2022 and held it in 2 quarters.
  • OneAscent Financial Services's BlackRock Resources & Commodities Strategy Trust position peaked at $206K in Q2 2022.
  • 127 funds tracked by Wall St. Rank held BlackRock Resources & Commodities Strategy Trust as of Q4 2022.

Based on OneAscent Financial Services's 13F filing for Q4 2022, filed 12 Jan 2023.