Realta Investment Advisors’s BlackRock Resources & Commodities Strategy Trust BCX Stock Holding History

Realta Investment Advisors’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
2024 Q3	–	Sell	-37,243	Closed	-$342K	–	387
2024 Q2	$342K	Buy	37,243 +2,696	+8%	+$24.9K	0.07%	289
2024 Q1	$314K	Buy	34,547 +275	+0.8%	+$2.38K	0.06%	308
2023 Q4	$304K	Buy	34,272 +7,187	+27%	+$63.3K	0.07%	310
2023 Q3	$246K	Hold	27,085	–	–	0.06%	335
2023 Q2	$246K	Buy	27,085 +2,789	+11%	+$25.9K	0.05%	352
2023 Q1	$232K	Buy	24,296 +3,071	+14%	+$30.6K	0.06%	355
2022 Q4	$212K	Buy	21,225 +11,123	+110%	+$106K	0.05%	377
2022 Q3	$88K	Buy	+10,102	New	+$90.8K	0.02%	466
2022 Q2	–	Sell	-10,868	Closed	-$120K	–	395
2022 Q1	$120K	Buy	+10,868	New	+$111K	0.02%	417
2020 Q1	–	Sell	-8,024	Closed	-$61K	–	394
2019 Q4	$61K	Buy	8,024 +5,000	+165%	+$38.2K	0.02%	622
2019 Q3	$23K	Hold	3,024	–	–	0.01%	873
2019 Q2	$25K	Buy	+3,024	New	+$24K	0.01%	852

Other funds holding BCX

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

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

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

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Realta Investment Advisors's BCX Position: Q3 2024 in Review

Realta Investment Advisors sold out of BlackRock Resources & Commodities Strategy Trust (BCX) in Q3 2024, closing a stake of 37,243 shares — an estimated $342K sold.

Realta Investment Advisors first reported a position in BCX in Q2 2019 and held it in 12 quarters. The position peaked at $342K in Q2 2024. 120 funds tracked by Wall St. Rank hold BCX as of Q3 2024.

Realta Investment Advisors reported no remaining BlackRock Resources & Commodities Strategy Trust position as of Q3 2024 after selling out during the quarter.
Realta Investment Advisors sold 37,243 BlackRock Resources & Commodities Strategy Trust shares in Q3 2024, an estimated $342K.
Realta Investment Advisors first reported a position in BlackRock Resources & Commodities Strategy Trust in Q2 2019 and held it in 12 quarters.
Realta Investment Advisors's BlackRock Resources & Commodities Strategy Trust position peaked at $342K in Q2 2024.
120 funds tracked by Wall St. Rank held BlackRock Resources & Commodities Strategy Trust as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.