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Rise Advisors’s BlackRock Income Trust BKT Stock Holding History

Rise Advisors’s Portfolio BKT Stock Details BKT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-981
Closed -$12.3K – 694
2023
Q1 		$12.3K Buy
981
+21
+2% +$269 0.01% 330
2022
Q4 		$11.9K Buy
960
+12
+1% +$148 0.01% 327
2022
Q3 		$12K Buy
948
+19
+2% +$259 0.01% 304
2022
Q2 		$13K Buy
929
+19
+2% +$266 0.01% 293
2022
Q1 		$14K Buy
910
+18
+2% +$283 0.01% 288
2021
Q4 		$15.1K Buy
+892
New +$15.9K 0.01% 279

Other funds holding BKT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VRM
Vectors Research Management New York $342M AUM 19.83% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rise Advisors's BKT Position: Q2 2023 in Review

Rise Advisors sold out of BlackRock Income Trust (BKT) in Q2 2023, closing a stake of 981 shares — an estimated $12.3K sold.

Rise Advisors first reported a position in BKT in Q4 2021 and held it in 6 quarters. The position peaked at $15.1K in Q4 2021. 58 funds tracked by Wall St. Rank hold BKT as of Q2 2023.

  • Rise Advisors reported no remaining BlackRock Income Trust position as of Q2 2023 after selling out during the quarter.
  • Rise Advisors sold 981 BlackRock Income Trust shares in Q2 2023, an estimated $12.3K.
  • Rise Advisors first reported a position in BlackRock Income Trust in Q4 2021 and held it in 6 quarters.
  • Rise Advisors's BlackRock Income Trust position peaked at $15.1K in Q4 2021.
  • 58 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q2 2023.

Based on Rise Advisors's 13F filing for Q2 2023, filed 10 Jul 2023.