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

Valeo Financial 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
2021
Q2 		– Sell
-20
Closed – – 667
2021
Q1 		$0 Sell
20
-40
-67% -$705 ﹤0.01% 2024
2020
Q4 		$1K Buy
+60
New +$989 ﹤0.01% 1565

Other funds holding BIT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Valeo Financial Advisors's BIT Position: Q2 2021 in Review

Valeo Financial Advisors sold out of BlackRock Multi-Sector Income Trust (BIT) in Q2 2021, closing a stake of 20 shares.

Valeo Financial Advisors first reported a position in BIT in Q4 2020 and held it in 2 quarters. The position peaked at $1K in Q4 2020. 72 funds tracked by Wall St. Rank hold BIT as of Q2 2021.

  • Valeo Financial Advisors reported no remaining BlackRock Multi-Sector Income Trust position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 20 BlackRock Multi-Sector Income Trust shares in Q2 2021.
  • Valeo Financial Advisors first reported a position in BlackRock Multi-Sector Income Trust in Q4 2020 and held it in 2 quarters.
  • Valeo Financial Advisors's BlackRock Multi-Sector Income Trust position peaked at $1K in Q4 2020.
  • 72 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.