Onyx Bridge Wealth Group’s BlackRock New York Municipal Income Trust BNY Stock Holding History

Onyx Bridge Wealth Group’s Portfolio BNY Stock Details BNY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-19,300	Closed	-$189K	–	185
2022 Q3	$189K	Hold	19,300	–	–	0.09%	149
2022 Q2	$219K	Hold	19,300	–	–	0.1%	132
2022 Q1	$215K	Hold	19,300	–	–	0.08%	133
2021 Q4	$285K	Hold	19,300	–	–	0.1%	120
2021 Q3	$290K	Hold	19,300	–	–	0.11%	99
2021 Q2	$293K	Hold	19,300	–	–	0.13%	82
2021 Q1	$299K	Hold	19,300	–	–	0.15%	67
2020 Q4	$282K	Buy	+19,300	New	+$268K	0.18%	51

Other funds holding BNY

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

FWM

Focused Wealth Management Newburgh, New York $964M AUM 18.71% 1-Year Est. Return

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

SCM

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

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

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

Onyx Bridge Wealth Group's BNY Position: Q4 2022 in Review

Onyx Bridge Wealth Group sold out of BlackRock New York Municipal Income Trust (BNY) in Q4 2022, closing a stake of 19,300 shares — an estimated $189K sold.

Onyx Bridge Wealth Group first reported a position in BNY in Q4 2020 and held it in 8 quarters. The position peaked at $299K in Q1 2021. 44 funds tracked by Wall St. Rank hold BNY as of Q4 2022.

Onyx Bridge Wealth Group reported no remaining BlackRock New York Municipal Income Trust position as of Q4 2022 after selling out during the quarter.
Onyx Bridge Wealth Group sold 19,300 BlackRock New York Municipal Income Trust shares in Q4 2022, an estimated $189K.
Onyx Bridge Wealth Group first reported a position in BlackRock New York Municipal Income Trust in Q4 2020 and held it in 8 quarters.
Onyx Bridge Wealth Group's BlackRock New York Municipal Income Trust position peaked at $299K in Q1 2021.
44 funds tracked by Wall St. Rank held BlackRock New York Municipal Income Trust as of Q4 2022.

Based on Onyx Bridge Wealth Group's 13F filing for Q4 2022, filed 11 Jan 2023.