Spire Wealth Management’s BlackRock Income Trust BKT Stock Holding History

Spire Wealth Management’s Portfolio BKT Stock Details BKT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-167	Closed	-$2K	–	2311
2022 Q3	$2K	Buy	+167	New	+$2.27K	﹤0.01%	1924
2022 Q1	–	Sell	-83	Closed	-$1K	–	2549
2021 Q4	$1K	Buy	+83	New	+$1.48K	﹤0.01%	2850
2021 Q2	–	Sell	-83	Closed	-$2K	–	2619
2021 Q1	$2K	Buy	+83	New	+$1.52K	﹤0.01%	2828

Other funds holding BKT

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

KIM

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

VRM

Vectors Research Management New York $342M AUM 19.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

HNP Capital Rochester, New York $359M AUM 3.18% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

MWM

Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return

Spire Wealth Management's BKT Position: Q4 2022 in Review

Spire Wealth Management sold out of BlackRock Income Trust (BKT) in Q4 2022, closing a stake of 167 shares — an estimated $2K sold.

Spire Wealth Management first reported a position in BKT in Q1 2021 and held it in 3 quarters. The position peaked at $2K in Q3 2022. 59 funds tracked by Wall St. Rank hold BKT as of Q4 2022.

Spire Wealth Management reported no remaining BlackRock Income Trust position as of Q4 2022 after selling out during the quarter.
Spire Wealth Management sold 167 BlackRock Income Trust shares in Q4 2022, an estimated $2K.
Spire Wealth Management first reported a position in BlackRock Income Trust in Q1 2021 and held it in 3 quarters.
Spire Wealth Management's BlackRock Income Trust position peaked at $2K in Q3 2022.
59 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q4 2022.

Based on Spire Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.