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Sowell Financial Services’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

Sowell Financial Services’s Portfolio BIT Stock Details BIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,700
Closed -$32K – 781
2021
Q1 		$32K Buy
+1,700
New +$30K ﹤0.01% 1839

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EVM
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Royal Bank of Canada
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Ameriprise
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Thrivent Financial for Lutherans
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AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sowell Financial Services's BIT Position: Q2 2021 in Review

Sowell Financial Services sold out of BlackRock Multi-Sector Income Trust (BIT) in Q2 2021, closing a stake of 1,700 shares — an estimated $32K sold.

Sowell Financial Services first reported a position in BIT in Q1 2021 and held it in 1 quarter. The position peaked at $32K in Q1 2021. 72 funds tracked by Wall St. Rank hold BIT as of Q2 2021.

  • Sowell Financial Services reported no remaining BlackRock Multi-Sector Income Trust position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 1,700 BlackRock Multi-Sector Income Trust shares in Q2 2021, an estimated $32K.
  • Sowell Financial Services first reported a position in BlackRock Multi-Sector Income Trust in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's BlackRock Multi-Sector Income Trust position peaked at $32K in Q1 2021.
  • 72 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.