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Ritholtz Wealth Management’s BlackRock Health Sciences Trust II BMEZ Stock Holding History

Ritholtz Wealth Management’s Portfolio BMEZ Stock Details BMEZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-11,513
Closed -$172K – 590
2022
Q3 		$172K Buy
+11,513
New +$190K 0.01% 668

Other funds holding BMEZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Ritholtz Wealth Management's BMEZ Position: Q4 2022 in Review

Ritholtz Wealth Management sold out of BlackRock Health Sciences Trust II (BMEZ) in Q4 2022, closing a stake of 11,513 shares — an estimated $172K sold.

Ritholtz Wealth Management first reported a position in BMEZ in Q3 2022 and held it in 1 quarter. The position peaked at $172K in Q3 2022. 82 funds tracked by Wall St. Rank hold BMEZ as of Q4 2022.

  • Ritholtz Wealth Management reported no remaining BlackRock Health Sciences Trust II position as of Q4 2022 after selling out during the quarter.
  • Ritholtz Wealth Management sold 11,513 BlackRock Health Sciences Trust II shares in Q4 2022, an estimated $172K.
  • Ritholtz Wealth Management first reported a position in BlackRock Health Sciences Trust II in Q3 2022 and held it in 1 quarter.
  • Ritholtz Wealth Management's BlackRock Health Sciences Trust II position peaked at $172K in Q3 2022.
  • 82 funds tracked by Wall St. Rank held BlackRock Health Sciences Trust II as of Q4 2022.

Based on Ritholtz Wealth Management's 13F filing for Q4 2022, filed 19 Jan 2023.