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Sunesis Advisors’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

Sunesis Advisors’s Portfolio BIT Stock Details BIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-24,490
Closed -$367K – 55
2023
Q4 		$367K Hold
24,490
– – 0.22% 46
2023
Q3 		$354K Buy
+24,490
New +$359K 0.25% 46
2023
Q1 		$397K Buy
+27,240
New +$403K 0.29% 42

Other funds holding BIT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Sunesis Advisors's BIT Position: Q1 2024 in Review

Sunesis Advisors sold out of BlackRock Multi-Sector Income Trust (BIT) in Q1 2024, closing a stake of 24,490 shares — an estimated $367K sold.

Sunesis Advisors first reported a position in BIT in Q1 2023 and held it in 3 quarters. The position peaked at $397K in Q1 2023. 77 funds tracked by Wall St. Rank hold BIT as of Q1 2024.

  • Sunesis Advisors reported no remaining BlackRock Multi-Sector Income Trust position as of Q1 2024 after selling out during the quarter.
  • Sunesis Advisors sold 24,490 BlackRock Multi-Sector Income Trust shares in Q1 2024, an estimated $367K.
  • Sunesis Advisors first reported a position in BlackRock Multi-Sector Income Trust in Q1 2023 and held it in 3 quarters.
  • Sunesis Advisors's BlackRock Multi-Sector Income Trust position peaked at $397K in Q1 2023.
  • 77 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q1 2024.

Based on Sunesis Advisors's 13F filing for Q1 2024, filed 29 Apr 2024.