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Prevail Innovative Wealth Advisors’s BlackRock Corporate High Yield Fund HYT Stock Holding History

Prevail Innovative Wealth Advisors’s Portfolio HYT Stock Details HYT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-31,354
Closed -$280K – 135
2023
Q2 		$280K Buy
+31,354
New +$271K 0.15% 88

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SIA
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BI
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
OHA
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PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Prevail Innovative Wealth Advisors's HYT Position: Q3 2023 in Review

Prevail Innovative Wealth Advisors sold out of BlackRock Corporate High Yield Fund (HYT) in Q3 2023, closing a stake of 31,354 shares — an estimated $280K sold.

Prevail Innovative Wealth Advisors first reported a position in HYT in Q2 2023 and held it in 1 quarter. The position peaked at $280K in Q2 2023. 156 funds tracked by Wall St. Rank hold HYT as of Q3 2023.

  • Prevail Innovative Wealth Advisors reported no remaining BlackRock Corporate High Yield Fund position as of Q3 2023 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 31,354 BlackRock Corporate High Yield Fund shares in Q3 2023, an estimated $280K.
  • Prevail Innovative Wealth Advisors first reported a position in BlackRock Corporate High Yield Fund in Q2 2023 and held it in 1 quarter.
  • Prevail Innovative Wealth Advisors's BlackRock Corporate High Yield Fund position peaked at $280K in Q2 2023.
  • 156 funds tracked by Wall St. Rank held BlackRock Corporate High Yield Fund as of Q3 2023.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.