Spire Wealth Management’s BlackRock New York Municipal Income Trust BNY Stock Holding History

Spire Wealth Management’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
2022 Q1	–	Sell	-17,856	Closed	-$264K	–	2552
2021 Q4	$264K	Buy	+17,856	New	+$267K	0.01%	964
2021 Q2	–	Sell	-17,857	Closed	-$268K	–	2624
2021 Q1	$268K	Buy	+17,857	New	+$268K	0.01%	930

Other funds holding BNY

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

FWM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HWAM

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return

Spire Wealth Management's BNY Position: Q1 2022 in Review

Spire Wealth Management sold out of BlackRock New York Municipal Income Trust (BNY) in Q1 2022, closing a stake of 17,856 shares — an estimated $264K sold.

Spire Wealth Management first reported a position in BNY in Q1 2021 and held it in 2 quarters. The position peaked at $268K in Q1 2021. 44 funds tracked by Wall St. Rank hold BNY as of Q1 2022.

Spire Wealth Management reported no remaining BlackRock New York Municipal Income Trust position as of Q1 2022 after selling out during the quarter.
Spire Wealth Management sold 17,856 BlackRock New York Municipal Income Trust shares in Q1 2022, an estimated $264K.
Spire Wealth Management first reported a position in BlackRock New York Municipal Income Trust in Q1 2021 and held it in 2 quarters.
Spire Wealth Management's BlackRock New York Municipal Income Trust position peaked at $268K in Q1 2021.
44 funds tracked by Wall St. Rank held BlackRock New York Municipal Income Trust as of Q1 2022.

Based on Spire Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.