SWM
BGIO

Spire Wealth Management’s BlackRock 2022 Global Income Opportunity Trust BGIO Stock Holding History

Spire Wealth Management’s Portfolio BGIO Stock Details BGIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-770
Closed -$7K – 2685
2021
Q2 		$7K Sell
770
-21,700
-97% -$202K ﹤0.01% 2256
2021
Q1 		$206K Buy
+22,470
New +$206K 0.01% 1049

Other funds holding BGIO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Spire Wealth Management's BGIO Position: Q3 2021 in Review

Spire Wealth Management sold out of BlackRock 2022 Global Income Opportunity Trust (BGIO) in Q3 2021, closing a stake of 770 shares — an estimated $7K sold.

Spire Wealth Management first reported a position in BGIO in Q1 2021 and held it in 2 quarters. The position peaked at $206K in Q1 2021. 32 funds tracked by Wall St. Rank hold BGIO as of Q3 2021.

  • Spire Wealth Management reported no remaining BlackRock 2022 Global Income Opportunity Trust position as of Q3 2021 after selling out during the quarter.
  • Spire Wealth Management sold 770 BlackRock 2022 Global Income Opportunity Trust shares in Q3 2021, an estimated $7K.
  • Spire Wealth Management first reported a position in BlackRock 2022 Global Income Opportunity Trust in Q1 2021 and held it in 2 quarters.
  • Spire Wealth Management's BlackRock 2022 Global Income Opportunity Trust position peaked at $206K in Q1 2021.
  • 32 funds tracked by Wall St. Rank held BlackRock 2022 Global Income Opportunity Trust as of Q3 2021.

Based on Spire Wealth Management's 13F filing for Q3 2021, filed 22 Oct 2021.