Personal Wealth Partners’s BlackRock Resources & Commodities Strategy Trust BCX Stock Holding History

Personal Wealth Partners’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
2021 Q3	–	Sell	-2,265	Closed	-$21K	–	110
2021 Q2	$21K	Buy	+2,265	New	+$21.7K	0.01%	204
2020 Q1	–	Sell	-2,265	Closed	-$18K	–	118
2019 Q4	$18K	Hold	2,265	–	–	0.01%	202
2019 Q3	$17K	Hold	2,265	–	–	0.01%	208
2019 Q2	$19K	Buy	+2,265	New	+$18K	0.01%	187

Other funds holding BCX

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

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

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

RJA

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Personal Wealth Partners's BCX Position: Q3 2021 in Review

Personal Wealth Partners sold out of BlackRock Resources & Commodities Strategy Trust (BCX) in Q3 2021, closing a stake of 2,265 shares — an estimated $21K sold.

Personal Wealth Partners first reported a position in BCX in Q2 2019 and held it in 4 quarters. The position peaked at $21K in Q2 2021. 108 funds tracked by Wall St. Rank hold BCX as of Q3 2021.

Personal Wealth Partners reported no remaining BlackRock Resources & Commodities Strategy Trust position as of Q3 2021 after selling out during the quarter.
Personal Wealth Partners sold 2,265 BlackRock Resources & Commodities Strategy Trust shares in Q3 2021, an estimated $21K.
Personal Wealth Partners first reported a position in BlackRock Resources & Commodities Strategy Trust in Q2 2019 and held it in 4 quarters.
Personal Wealth Partners's BlackRock Resources & Commodities Strategy Trust position peaked at $21K in Q2 2021.
108 funds tracked by Wall St. Rank held BlackRock Resources & Commodities Strategy Trust as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.