Vanguard Capital Wealth Advisors’s BlackRock Resources & Commodities Strategy Trust BCX Stock Holding History

Vanguard Capital Wealth Advisors’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 Q3	–	Sell	-19,112	Closed	-$176K	–	120
2024 Q2	$176K	Sell	19,112 -16,944	-47%	-$156K	0.12%	122
2024 Q1	$327K	Sell	36,056 -3,066	-8%	-$26.5K	0.23%	88
2023 Q4	$347K	Sell	39,122 -1,743	-4%	-$15.4K	0.28%	78
2023 Q3	$376K	Sell	40,865 -9,901	-20%	-$92.8K	0.35%	67
2023 Q2	$460K	Sell	50,766 -7,118	-12%	-$66.1K	0.42%	53
2023 Q1	$552K	Buy	57,884 +47,184	+441%	+$469K	0.55%	48
2022 Q4	$107K	Buy	+10,700	New	+$102K	0.12%	110
2018 Q1	–	Sell	-18,838	Closed	-$184K	–	109
2017 Q4	$184K	Buy	+18,838	New	+$170K	0.23%	111

Other funds holding BCX

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Vanguard Capital Wealth Advisors's BCX Position: Q3 2024 in Review

Vanguard Capital Wealth Advisors sold out of BlackRock Resources & Commodities Strategy Trust (BCX) in Q3 2024, closing a stake of 19,112 shares — an estimated $176K sold.

Vanguard Capital Wealth Advisors first reported a position in BCX in Q4 2017 and held it in 8 quarters. The position peaked at $552K in Q1 2023. 120 funds tracked by Wall St. Rank hold BCX as of Q3 2024.

Vanguard Capital Wealth Advisors reported no remaining BlackRock Resources & Commodities Strategy Trust position as of Q3 2024 after selling out during the quarter.
Vanguard Capital Wealth Advisors sold 19,112 BlackRock Resources & Commodities Strategy Trust shares in Q3 2024, an estimated $176K.
Vanguard Capital Wealth Advisors first reported a position in BlackRock Resources & Commodities Strategy Trust in Q4 2017 and held it in 8 quarters.
Vanguard Capital Wealth Advisors's BlackRock Resources & Commodities Strategy Trust position peaked at $552K in Q1 2023.
120 funds tracked by Wall St. Rank held BlackRock Resources & Commodities Strategy Trust as of Q3 2024.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q3 2024, filed 25 Oct 2024.