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Rise Advisors’s BlackRock Health Sciences Trust BME Stock Holding History

Rise Advisors’s Portfolio BME Stock Details BME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-11
Closed -$449 – 1266
2023
Q4 		$449 Hold
11
– – ﹤0.01% 568
2023
Q3 		$427 Hold
11
– – ﹤0.01% 588
2023
Q2 		$436 Hold
11
– – ﹤0.01% 624
2023
Q1 		$442 Buy
11
+1
+10% +$42 ﹤0.01% 743
2022
Q4 		$454 Hold
10
– – ﹤0.01% 717
2022
Q3 		$0 Hold
10
– – ﹤0.01% 710
2022
Q2 		$0 Buy
+10
New +$434 ﹤0.01% 707

Other funds holding BME

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Rise Advisors's BME Position: Q1 2024 in Review

Rise Advisors sold out of BlackRock Health Sciences Trust (BME) in Q1 2024, closing a stake of 11 shares — an estimated $449 sold.

Rise Advisors first reported a position in BME in Q2 2022 and held it in 7 quarters. The position peaked at $454 in Q4 2022. 74 funds tracked by Wall St. Rank hold BME as of Q1 2024.

  • Rise Advisors reported no remaining BlackRock Health Sciences Trust position as of Q1 2024 after selling out during the quarter.
  • Rise Advisors sold 11 BlackRock Health Sciences Trust shares in Q1 2024, an estimated $449.
  • Rise Advisors first reported a position in BlackRock Health Sciences Trust in Q2 2022 and held it in 7 quarters.
  • Rise Advisors's BlackRock Health Sciences Trust position peaked at $454 in Q4 2022.
  • 74 funds tracked by Wall St. Rank held BlackRock Health Sciences Trust as of Q1 2024.

Based on Rise Advisors's 13F filing for Q1 2024, filed 9 Apr 2024.