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Sugarloaf Wealth Management’s BlackRock Capital Allocation Term Trust BCAT Stock Holding History

Sugarloaf Wealth Management’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 		– Sell
-1,650
Closed -$24.7K – 681
2023
Q4 		$24.7K Buy
+1,650
New +$24K 0.01% 367

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UBS Group
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Invesco
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Bank of America
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Cohen & Steers
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SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Sugarloaf Wealth Management's BCAT Position: Q1 2024 in Review

Sugarloaf Wealth Management sold out of BlackRock Capital Allocation Term Trust (BCAT) in Q1 2024, closing a stake of 1,650 shares — an estimated $24.7K sold.

Sugarloaf Wealth Management first reported a position in BCAT in Q4 2023 and held it in 1 quarter. The position peaked at $24.7K in Q4 2023. 92 funds tracked by Wall St. Rank hold BCAT as of Q1 2024.

  • Sugarloaf Wealth Management reported no remaining BlackRock Capital Allocation Term Trust position as of Q1 2024 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 1,650 BlackRock Capital Allocation Term Trust shares in Q1 2024, an estimated $24.7K.
  • Sugarloaf Wealth Management first reported a position in BlackRock Capital Allocation Term Trust in Q4 2023 and held it in 1 quarter.
  • Sugarloaf Wealth Management's BlackRock Capital Allocation Term Trust position peaked at $24.7K in Q4 2023.
  • 92 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q1 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2024, filed 23 Apr 2024.