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Safeguard Financial’s BlackRock Resources & Commodities Strategy Trust BCX Stock Holding History

Safeguard Financial’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
2023
Q3 		– Sell
-2,956
Closed -$26K – 119
2023
Q2 		$26K Buy
+2,956
New +$27.5K 0.01% 233

Other funds holding BCX

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Safeguard Financial's BCX Position: Q3 2023 in Review

Safeguard Financial sold out of BlackRock Resources & Commodities Strategy Trust (BCX) in Q3 2023, closing a stake of 2,956 shares — an estimated $26K sold.

Safeguard Financial first reported a position in BCX in Q2 2023 and held it in 1 quarter. The position peaked at $26K in Q2 2023. 125 funds tracked by Wall St. Rank hold BCX as of Q3 2023.

  • Safeguard Financial reported no remaining BlackRock Resources & Commodities Strategy Trust position as of Q3 2023 after selling out during the quarter.
  • Safeguard Financial sold 2,956 BlackRock Resources & Commodities Strategy Trust shares in Q3 2023, an estimated $26K.
  • Safeguard Financial first reported a position in BlackRock Resources & Commodities Strategy Trust in Q2 2023 and held it in 1 quarter.
  • Safeguard Financial's BlackRock Resources & Commodities Strategy Trust position peaked at $26K in Q2 2023.
  • 125 funds tracked by Wall St. Rank held BlackRock Resources & Commodities Strategy Trust as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.