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SYM Financial Corp’s BlackRock Core Bond Trust BHK Stock Holding History

SYM Financial Corp’s Portfolio BHK Stock Details BHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-337,858
Closed -$4.07M – 336
2024
Q3 		$4.07M Hold
337,858
– – 0.54% 18
2024
Q2 		$3.6M Hold
337,858
– – 0.57% 17
2024
Q1 		$3.65M Hold
337,858
– – 0.6% 14
2023
Q4 		$3.69M Hold
337,858
– – 0.6% 17
2023
Q3 		$3.36M Hold
337,858
– – 0.6% 16
2023
Q2 		$3.59M Hold
337,858
– – 0.73% 13
2023
Q1 		$3.66M Buy
337,858
+162,950
+93% +$1.79M 0.81% 14
2022
Q4 		$1.82M Hold
174,908
– – 0.43% 17
2022
Q3 		$1.75M Hold
174,908
– – 0.85% 17
2022
Q2 		$1.98M Hold
174,908
– – 0.94% 11
2022
Q1 		$2.27M Hold
174,908
– – 0.98% 11
2021
Q4 		$2.89M Hold
174,908
– – 1.12% 10
2021
Q3 		$2.9M Hold
174,908
– – 1.7% 8
2021
Q2 		$2.89M Buy
174,908
+18,495
+12% +$294K 1.65% 8
2021
Q1 		$2.46M Buy
+156,413
New +$2.48M 1.41% 9

Other funds holding BHK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

SYM Financial Corp's BHK Position: Q4 2024 in Review

SYM Financial Corp sold out of BlackRock Core Bond Trust (BHK) in Q4 2024, closing a stake of 337,858 shares — an estimated $4.07M sold.

SYM Financial Corp first reported a position in BHK in Q1 2021 and held it in 15 quarters. The position peaked at $4.07M in Q3 2024. 93 funds tracked by Wall St. Rank hold BHK as of Q4 2024.

  • SYM Financial Corp reported no remaining BlackRock Core Bond Trust position as of Q4 2024 after selling out during the quarter.
  • SYM Financial Corp sold 337,858 BlackRock Core Bond Trust shares in Q4 2024, an estimated $4.07M.
  • SYM Financial Corp first reported a position in BlackRock Core Bond Trust in Q1 2021 and held it in 15 quarters.
  • SYM Financial Corp's BlackRock Core Bond Trust position peaked at $4.07M in Q3 2024.
  • 93 funds tracked by Wall St. Rank held BlackRock Core Bond Trust as of Q4 2024.

Based on SYM Financial Corp's 13F filing for Q4 2024, filed 24 Jan 2025.