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Simplicity Solutions’s BlackRock Health Sciences Trust BME Stock Holding History

Simplicity Solutions’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
2023
Q2 		– Sell
-14,281
Closed -$598K – 1076
2023
Q1 		$598K Buy
+14,281
New +$601K 0.02% 636

Other funds holding BME

NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Simplicity Solutions's BME Position: Q2 2023 in Review

Simplicity Solutions sold out of BlackRock Health Sciences Trust (BME) in Q2 2023, closing a stake of 14,281 shares — an estimated $598K sold.

Simplicity Solutions first reported a position in BME in Q1 2023 and held it in 1 quarter. The position peaked at $598K in Q1 2023. 69 funds tracked by Wall St. Rank hold BME as of Q2 2023.

  • Simplicity Solutions reported no remaining BlackRock Health Sciences Trust position as of Q2 2023 after selling out during the quarter.
  • Simplicity Solutions sold 14,281 BlackRock Health Sciences Trust shares in Q2 2023, an estimated $598K.
  • Simplicity Solutions first reported a position in BlackRock Health Sciences Trust in Q1 2023 and held it in 1 quarter.
  • Simplicity Solutions's BlackRock Health Sciences Trust position peaked at $598K in Q1 2023.
  • 69 funds tracked by Wall St. Rank held BlackRock Health Sciences Trust as of Q2 2023.

Based on Simplicity Solutions's 13F filing for Q2 2023, filed 26 Jul 2023.