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Stratos Wealth Partners’s BlackRock Income Trust BKT Stock Holding History

Stratos Wealth Partners’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
Q3 		– Sell
-4,033
Closed -$55K – 1128
2022
Q2 		$55K Buy
+4,033
New +$56.6K ﹤0.01% 1156
2018
Q4 		– Sell
-1,229
Closed -$21K – 996
2018
Q3 		$21K Buy
+1,229
New +$21.3K ﹤0.01% 1847
2018
Q2 		– Sell
-1,229
Closed -$22K – 1136
2018
Q1 		$22K Hold
1,229
– – ﹤0.01% 1976
2017
Q4 		$23K Buy
+1,229
New +$22.8K ﹤0.01% 1852
2017
Q2 		– Sell
-4,763
Closed -$88K – 830
2017
Q1 		$88K Sell
4,763
-539
-10% -$10.1K 0.01% 777
2016
Q4 		$101K Sell
5,302
-911
-15% -$17.3K 0.01% 694
2016
Q3 		$121K Sell
6,213
-22
-0.4% -$434 0.01% 645
2016
Q2 		$124K Sell
6,235
-235
-4% -$4.63K 0.01% 593
2016
Q1 		$129K Buy
6,470
+55
+0.9% +$1.07K 0.01% 543
2015
Q4 		$123K Sell
6,415
-68
-1% -$1.3K 0.01% 545
2015
Q3 		$123K Sell
6,483
-1,140
-15% -$21.7K 0.02% 509
2015
Q2 		$145K Buy
7,623
+59
+0.8% +$1.14K 0.02% 489
2015
Q1 		$146K Buy
+7,564
New +$146K 0.02% 582

Other funds holding BKT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Morgan Stanley
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
HC
HNP Capital Rochester, New York $359M AUM 3.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stratos Wealth Partners's BKT Position: Q3 2022 in Review

Stratos Wealth Partners sold out of BlackRock Income Trust (BKT) in Q3 2022, closing a stake of 4,033 shares — an estimated $55K sold.

Stratos Wealth Partners first reported a position in BKT in Q1 2015 and held it in 13 quarters. The position peaked at $146K in Q1 2015. 74 funds tracked by Wall St. Rank hold BKT as of Q3 2022.

  • Stratos Wealth Partners reported no remaining BlackRock Income Trust position as of Q3 2022 after selling out during the quarter.
  • Stratos Wealth Partners sold 4,033 BlackRock Income Trust shares in Q3 2022, an estimated $55K.
  • Stratos Wealth Partners first reported a position in BlackRock Income Trust in Q1 2015 and held it in 13 quarters.
  • Stratos Wealth Partners's BlackRock Income Trust position peaked at $146K in Q1 2015.
  • 74 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q3 2022.

Based on Stratos Wealth Partners's 13F filing for Q3 2022, filed 24 Oct 2022.