Truist Financial
BYM

Truist Financial’s BlackRock Municipal Income Quality Trust BYM Stock Holding History

Truist Financial’s Portfolio BYM Stock Details BYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-12,625
Closed -$146K – 2657
2024
Q1 		$146K Hold
12,625
– – ﹤0.01% 2529
2023
Q4 		$142K Hold
12,625
– – ﹤0.01% 2537
2023
Q3 		$124K Sell
12,625
-3,335
-21% -$35.8K ﹤0.01% 2504
2023
Q2 		$180K Buy
15,960
+4,835
+43% +$54K ﹤0.01% 2455
2023
Q1 		$127K Sell
11,125
-3,000
-21% -$34.4K ﹤0.01% 2481
2022
Q4 		$160K Hold
14,125
– – ﹤0.01% 2439
2022
Q3 		$155K Hold
14,125
– – ﹤0.01% 2361
2022
Q2 		$175K Buy
14,125
+2,300
+19% +$28.4K ﹤0.01% 2473
2022
Q1 		$156K Hold
11,825
– – ﹤0.01% 2574
2021
Q4 		$185K Hold
11,825
– – ﹤0.01% 2608
2021
Q3 		$180K Sell
11,825
-2,000
-14% -$32K ﹤0.01% 2583
2021
Q2 		$217K Hold
13,825
– – ﹤0.01% 2559
2021
Q1 		$209K Sell
13,825
-2,000
-13% -$30K ﹤0.01% 2477
2020
Q4 		$240K Sell
15,825
-10,000
-39% -$145K ﹤0.01% 2292
2020
Q3 		$368K Sell
25,825
-2,836
-10% -$40.4K ﹤0.01% 1895
2020
Q2 		$393K Sell
28,661
-664
-2% -$8.9K ﹤0.01% 1764
2020
Q1 		$389K Sell
29,325
-3,700
-11% -$51.8K ﹤0.01% 1700
2019
Q4 		$464K Buy
+33,025
New +$463K ﹤0.01% 1912

Other funds holding BYM

AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return

Truist Financial's BYM Position: Q2 2024 in Review

Truist Financial sold out of BlackRock Municipal Income Quality Trust (BYM) in Q2 2024, closing a stake of 12,625 shares — an estimated $146K sold.

Truist Financial first reported a position in BYM in Q4 2019 and held it in 18 quarters. The position peaked at $464K in Q4 2019. 63 funds tracked by Wall St. Rank hold BYM as of Q2 2024.

  • Truist Financial reported no remaining BlackRock Municipal Income Quality Trust position as of Q2 2024 after selling out during the quarter.
  • Truist Financial sold 12,625 BlackRock Municipal Income Quality Trust shares in Q2 2024, an estimated $146K.
  • Truist Financial first reported a position in BlackRock Municipal Income Quality Trust in Q4 2019 and held it in 18 quarters.
  • Truist Financial's BlackRock Municipal Income Quality Trust position peaked at $464K in Q4 2019.
  • 63 funds tracked by Wall St. Rank held BlackRock Municipal Income Quality Trust as of Q2 2024.

Based on Truist Financial's 13F filing for Q2 2024, filed 21 Aug 2024.