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Steward Partners Investment Solutions’s BlackRock Capital Allocation Term Trust BCAT Stock Holding History

Steward Partners Investment Solutions’s Portfolio BCAT Stock Details BCAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$205K Buy
+12,308
New +$191K 0.03% 248

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Steward Partners Investment Solutions's BCAT Position: Q1 2024 in Review

Steward Partners Investment Solutions opened a new position in BlackRock Capital Allocation Term Trust (BCAT) in Q1 2024: 12,308 shares worth $205K. The stake represents 0.03% of the portfolio and ranks #248 among its holdings.

92 funds tracked by Wall St. Rank hold BCAT as of Q1 2024.

  • Steward Partners Investment Solutions held 12,308 shares of BlackRock Capital Allocation Term Trust worth $205K as of Q1 2024.
  • BlackRock Capital Allocation Term Trust was a new Steward Partners Investment Solutions position in Q1 2024.
  • BlackRock Capital Allocation Term Trust made up 0.03% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #248 holding.
  • 92 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.