Primoris Wealth Advisors’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

Primoris Wealth Advisors’s Portfolio BIT Stock Details BIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-20,750	Closed	-$303K	–	97
2024 Q4	$303K	Hold	20,750	–	–	0.23%	73
2024 Q3	$315K	Hold	20,750	–	–	0.23%	81
2024 Q2	$303K	Hold	20,750	–	–	0.24%	79
2024 Q1	$330K	Sell	20,750 -1,500	-7%	-$23.1K	0.26%	73
2023 Q4	$334K	Buy	22,250 +10,250	+85%	+$150K	0.31%	66
2023 Q3	$174K	Buy	+12,000	New	+$176K	0.21%	68

Other funds holding BIT

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

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Primoris Wealth Advisors's BIT Position: Q1 2025 in Review

Primoris Wealth Advisors sold out of BlackRock Multi-Sector Income Trust (BIT) in Q1 2025, closing a stake of 20,750 shares — an estimated $303K sold.

Primoris Wealth Advisors first reported a position in BIT in Q3 2023 and held it in 6 quarters. The position peaked at $334K in Q4 2023. 79 funds tracked by Wall St. Rank hold BIT as of Q1 2025.

Primoris Wealth Advisors reported no remaining BlackRock Multi-Sector Income Trust position as of Q1 2025 after selling out during the quarter.
Primoris Wealth Advisors sold 20,750 BlackRock Multi-Sector Income Trust shares in Q1 2025, an estimated $303K.
Primoris Wealth Advisors first reported a position in BlackRock Multi-Sector Income Trust in Q3 2023 and held it in 6 quarters.
Primoris Wealth Advisors's BlackRock Multi-Sector Income Trust position peaked at $334K in Q4 2023.
79 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q1 2025.

Based on Primoris Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.