Pathstone Family Office’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Pathstone Family Office’s Portfolio BLW Stock Details BLW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$176K	Buy	+13,686	New	+$179K	﹤0.01%	1539

Other funds holding BLW

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

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

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

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

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

BZWA

Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return

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

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

Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return

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

Pathstone Family Office's BLW Position: Q3 2023 in Review

Pathstone Family Office opened a new position in BlackRock Limited Duration Income Trust (BLW) in Q3 2023: 13,686 shares worth $176K. The stake represents ﹤0.01% of the portfolio and ranks #1539 among its holdings.

72 funds tracked by Wall St. Rank hold BLW as of Q3 2023.

Pathstone Family Office held 13,686 shares of BlackRock Limited Duration Income Trust worth $176K as of Q3 2023.
BlackRock Limited Duration Income Trust was a new Pathstone Family Office position in Q3 2023.
BlackRock Limited Duration Income Trust made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1539 holding.
72 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.