Raleigh Capital Management’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Raleigh Capital Management’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
2024 Q2	–	Sell	-750	Closed	-$10.5K	–	992
2024 Q1	$10.5K	Buy	750 +100	+15%	+$1.4K	﹤0.01%	551
2023 Q4	$9.09K	Sell	650 -110	-14%	-$1.43K	﹤0.01%	615
2023 Q3	$9.79K	Hold	760	–	–	0.01%	529
2023 Q2	$9.79K	Hold	760	–	–	﹤0.01%	489
2023 Q1	$9.96K	Hold	760	–	–	﹤0.01%	503
2022 Q4	$9.93K	Buy	760 +100	+15%	+$1.27K	0.01%	441
2022 Q3	$8K	Hold	660	–	–	﹤0.01%	399
2022 Q2	$8K	Hold	660	–	–	﹤0.01%	381
2022 Q1	$9K	Buy	+660	New	+$9.81K	﹤0.01%	390

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

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

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

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

BZWA

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Raleigh Capital Management's BLW Position: Q2 2024 in Review

Raleigh Capital Management sold out of BlackRock Limited Duration Income Trust (BLW) in Q2 2024, closing a stake of 750 shares — an estimated $10.5K sold.

Raleigh Capital Management first reported a position in BLW in Q1 2022 and held it in 9 quarters. The position peaked at $10.5K in Q1 2024. 78 funds tracked by Wall St. Rank hold BLW as of Q2 2024.

Raleigh Capital Management reported no remaining BlackRock Limited Duration Income Trust position as of Q2 2024 after selling out during the quarter.
Raleigh Capital Management sold 750 BlackRock Limited Duration Income Trust shares in Q2 2024, an estimated $10.5K.
Raleigh Capital Management first reported a position in BlackRock Limited Duration Income Trust in Q1 2022 and held it in 9 quarters.
Raleigh Capital Management's BlackRock Limited Duration Income Trust position peaked at $10.5K in Q1 2024.
78 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q2 2024.

Based on Raleigh Capital Management's 13F filing for Q2 2024, filed 31 Jul 2024.