Spire Wealth Management’s BlackRock Utilities, Infrastructure & Power Opportunities Trust BUI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-5,345	Closed	-$142K	–	2559
2021 Q4	$142K	Buy	5,345 +4,600	+617%	+$119K	﹤0.01%	1251
2021 Q3	$19K	Buy	+745	New	+$19.4K	﹤0.01%	1869
2021 Q2	–	Sell	-4,600	Closed	-$112K	–	2630
2021 Q1	$112K	Buy	+4,600	New	+$117K	﹤0.01%	1355

Other funds holding BUI

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJFSA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LWM

Loveless Wealth Management Billings, Montana $153M AUM 3.63% 1-Year Est. Return

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

NRI

NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Spire Wealth Management sold out of BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) in Q1 2022, closing a stake of 5,345 shares — an estimated $142K sold.

Spire Wealth Management first reported a position in BUI in Q1 2021 and held it in 3 quarters. The position peaked at $142K in Q4 2021. 51 funds tracked by Wall St. Rank hold BUI as of Q1 2022.

Spire Wealth Management reported no remaining BlackRock Utilities, Infrastructure & Power Opportunities Trust position as of Q1 2022 after selling out during the quarter.
Spire Wealth Management sold 5,345 BlackRock Utilities, Infrastructure & Power Opportunities Trust shares in Q1 2022, an estimated $142K.
Spire Wealth Management first reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust in Q1 2021 and held it in 3 quarters.
Spire Wealth Management's BlackRock Utilities, Infrastructure & Power Opportunities Trust position peaked at $142K in Q4 2021.
51 funds tracked by Wall St. Rank held BlackRock Utilities, Infrastructure & Power Opportunities Trust as of Q1 2022.

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