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Tradition Wealth Management’s BlackRock Resources & Commodities Strategy Trust BCX Stock Holding History

Tradition Wealth Management’s Portfolio BCX Stock Details BCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,500
Closed -$22K – 458
2023
Q4 		$22K Buy
+2,500
New +$22K ﹤0.01% 814
2021
Q1 		– Sell
-20
Closed – – 814
2020
Q4 		$0 Buy
+20
New +$131 ﹤0.01% 1045

Other funds holding BCX

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Tradition Wealth Management's BCX Position: Q1 2024 in Review

Tradition Wealth Management sold out of BlackRock Resources & Commodities Strategy Trust (BCX) in Q1 2024, closing a stake of 2,500 shares — an estimated $22K sold.

Tradition Wealth Management first reported a position in BCX in Q4 2020 and held it in 2 quarters. The position peaked at $22K in Q4 2023. 123 funds tracked by Wall St. Rank hold BCX as of Q1 2024.

  • Tradition Wealth Management reported no remaining BlackRock Resources & Commodities Strategy Trust position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 2,500 BlackRock Resources & Commodities Strategy Trust shares in Q1 2024, an estimated $22K.
  • Tradition Wealth Management first reported a position in BlackRock Resources & Commodities Strategy Trust in Q4 2020 and held it in 2 quarters.
  • Tradition Wealth Management's BlackRock Resources & Commodities Strategy Trust position peaked at $22K in Q4 2023.
  • 123 funds tracked by Wall St. Rank held BlackRock Resources & Commodities Strategy Trust as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.