SOA Wealth Advisors’s BlackRock New York Municipal Income Trust BNY Stock Holding History

SOA Wealth Advisors’s Portfolio BNY Stock Details BNY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-289	Closed	-$2.63K	–	912
2023 Q3	$2.63K	Buy	289 +2	+0.7%	+$20	﹤0.01%	687
2023 Q2	$2.97K	Buy	287 +3	+1%	+$31	﹤0.01%	679
2023 Q1	$2.96K	Buy	284 +3	+1%	+$32	﹤0.01%	682
2022 Q4	$2.83K	Buy	281 +4	+1%	+$39	﹤0.01%	697
2022 Q3	$2K	Sell	277 -271	-49%	-$2.99K	﹤0.01%	697
2022 Q2	$6K	Buy	548 +6	+1%	+$68	﹤0.01%	560
2022 Q1	$6K	Buy	542 +7	+1%	+$92	﹤0.01%	653
2021 Q4	$7K	Buy	535 +6	+1%	+$90	﹤0.01%	615
2021 Q3	$8K	Buy	529 +6	+1%	+$92	﹤0.01%	619
2021 Q2	$7K	Buy	523 +4	+0.8%	+$59	﹤0.01%	623
2021 Q1	$8K	Buy	519 +1	+0.2%	+$15	﹤0.01%	538
2020 Q4	$8K	Buy	+518	New	+$7.21K	﹤0.01%	546

Other funds holding BNY

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SOA Wealth Advisors's BNY Position: Q4 2023 in Review

SOA Wealth Advisors sold out of BlackRock New York Municipal Income Trust (BNY) in Q4 2023, closing a stake of 289 shares — an estimated $2.63K sold.

SOA Wealth Advisors first reported a position in BNY in Q4 2020 and held it in 12 quarters. The position peaked at $8K in Q3 2021. 51 funds tracked by Wall St. Rank hold BNY as of Q4 2023.

SOA Wealth Advisors reported no remaining BlackRock New York Municipal Income Trust position as of Q4 2023 after selling out during the quarter.
SOA Wealth Advisors sold 289 BlackRock New York Municipal Income Trust shares in Q4 2023, an estimated $2.63K.
SOA Wealth Advisors first reported a position in BlackRock New York Municipal Income Trust in Q4 2020 and held it in 12 quarters.
SOA Wealth Advisors's BlackRock New York Municipal Income Trust position peaked at $8K in Q3 2021.
51 funds tracked by Wall St. Rank held BlackRock New York Municipal Income Trust as of Q4 2023.

Based on SOA Wealth Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.