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TRUADVICE’s BlackRock Income Trust BKT Stock Holding History

TRUADVICE’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
-15,319
Closed -$218K – 142
2022
Q2 		$218K Sell
15,319
-111,354
-88% -$1.56M 0.12% 138
2022
Q1 		$1.77M Buy
+126,673
New +$1.99M 0.99% 25

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

TRUADVICE's BKT Position: Q3 2022 in Review

TRUADVICE sold out of BlackRock Income Trust (BKT) in Q3 2022, closing a stake of 15,319 shares — an estimated $218K sold.

TRUADVICE first reported a position in BKT in Q1 2022 and held it in 2 quarters. The position peaked at $1.77M in Q1 2022. 74 funds tracked by Wall St. Rank hold BKT as of Q3 2022.

  • TRUADVICE reported no remaining BlackRock Income Trust position as of Q3 2022 after selling out during the quarter.
  • TRUADVICE sold 15,319 BlackRock Income Trust shares in Q3 2022, an estimated $218K.
  • TRUADVICE first reported a position in BlackRock Income Trust in Q1 2022 and held it in 2 quarters.
  • TRUADVICE's BlackRock Income Trust position peaked at $1.77M in Q1 2022.
  • 74 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q3 2022.

Based on TRUADVICE's 13F filing for Q3 2022, filed 7 Nov 2022.