Sowell Financial Services’s BlackRock New York Municipal Income Trust BNY Stock Holding History

Sowell Financial Services’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 Q2	–	Sell	-12,900	Closed	-$134K	–	587
2023 Q1	$134K	Buy	+12,900	New	+$136K	0.01%	718
2022 Q1	–	Sell	-14,586	Closed	-$216K	–	204
2021 Q4	$216K	Hold	14,586	–	–	0.01%	503
2021 Q3	$225K	Hold	14,586	–	–	0.02%	468
2021 Q2	$221K	Hold	14,586	–	–	0.01%	503
2021 Q1	$216K	Buy	+14,586	New	+$219K	0.01%	1007

Other funds holding BNY

SCM

Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return

HWAM

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

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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

FWM

Focused Wealth Management Newburgh, New York $1.15B AUM 24.81% 1-Year Est. Return

LSC

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

KIM

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 26.7% 1-Year Est. Return

Sowell Financial Services's BNY Position: Q2 2023 in Review

Sowell Financial Services sold out of BlackRock New York Municipal Income Trust (BNY) in Q2 2023, closing a stake of 12,900 shares — an estimated $134K sold.

Sowell Financial Services first reported a position in BNY in Q1 2021 and held it in 5 quarters. The position peaked at $225K in Q3 2021. 51 funds tracked by Wall St. Rank hold BNY as of Q2 2023.

Sowell Financial Services reported no remaining BlackRock New York Municipal Income Trust position as of Q2 2023 after selling out during the quarter.
Sowell Financial Services sold 12,900 BlackRock New York Municipal Income Trust shares in Q2 2023, an estimated $134K.
Sowell Financial Services first reported a position in BlackRock New York Municipal Income Trust in Q1 2021 and held it in 5 quarters.
Sowell Financial Services's BlackRock New York Municipal Income Trust position peaked at $225K in Q3 2021.
51 funds tracked by Wall St. Rank held BlackRock New York Municipal Income Trust as of Q2 2023.

Based on Sowell Financial Services's 13F filing for Q2 2023, filed 14 Aug 2023.