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Redwood Wealth Management Group’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

Redwood Wealth Management Group’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
2024
Q3 		– Sell
-400
Closed -$5.83K – 271
2024
Q2 		$5.83K Buy
+400
New +$6.04K ﹤0.01% 710

Other funds holding BIT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Redwood Wealth Management Group's BIT Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of BlackRock Multi-Sector Income Trust (BIT) in Q3 2024, closing a stake of 400 shares — an estimated $5.83K sold.

Redwood Wealth Management Group first reported a position in BIT in Q2 2024 and held it in 1 quarter. The position peaked at $5.83K in Q2 2024. 79 funds tracked by Wall St. Rank hold BIT as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining BlackRock Multi-Sector Income Trust position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 400 BlackRock Multi-Sector Income Trust shares in Q3 2024, an estimated $5.83K.
  • Redwood Wealth Management Group first reported a position in BlackRock Multi-Sector Income Trust in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's BlackRock Multi-Sector Income Trust position peaked at $5.83K in Q2 2024.
  • 79 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.