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Selective Wealth Management’s BlackRock Capital Allocation Term Trust BCAT Stock Holding History

Selective Wealth Management’s Portfolio BCAT Stock Details BCAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-2,143
Closed -$29K – 174
2022
Q3 		$29K Buy
+2,143
New +$31.8K 0.01% 372

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SCM
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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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $334M AUM 11.57% 1-Year Est. Return

Selective Wealth Management's BCAT Position: Q4 2022 in Review

Selective Wealth Management sold out of BlackRock Capital Allocation Term Trust (BCAT) in Q4 2022, closing a stake of 2,143 shares — an estimated $29K sold.

Selective Wealth Management first reported a position in BCAT in Q3 2022 and held it in 1 quarter. The position peaked at $29K in Q3 2022. 85 funds tracked by Wall St. Rank hold BCAT as of Q4 2022.

  • Selective Wealth Management reported no remaining BlackRock Capital Allocation Term Trust position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 2,143 BlackRock Capital Allocation Term Trust shares in Q4 2022, an estimated $29K.
  • Selective Wealth Management first reported a position in BlackRock Capital Allocation Term Trust in Q3 2022 and held it in 1 quarter.
  • Selective Wealth Management's BlackRock Capital Allocation Term Trust position peaked at $29K in Q3 2022.
  • 85 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.