VAG
BFK

VisionPoint Advisory Group’s BlackRock Municipal Income Trust BFK Stock Holding History

VisionPoint Advisory Group’s Portfolio BFK Stock Details BFK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,296
Closed -$45.4K – 297
2024
Q3 		$45.4K Buy
4,296
+62
+1% +$644 0.02% 237
2024
Q2 		$43.2K Buy
4,234
+63
+2% +$633 0.02% 290
2024
Q1 		$43.1K Sell
4,171
-3,075
-42% -$31.5K 0.02% 285
2023
Q4 		$73K Buy
7,246
+40
+0.6% +$377 0.03% 210
2023
Q3 		$63.9K Sell
7,206
-1,562
-18% -$15.2K 0.03% 225
2023
Q2 		$87.2K Sell
8,768
-2,816
-24% -$27.9K 0.04% 182
2023
Q1 		$115K Buy
11,584
+39
+0.3% +$399 0.05% 140
2022
Q4 		$121K Buy
11,545
+42
+0.4% +$409 0.05% 132
2022
Q3 		$110K Buy
11,503
+1,275
+12% +$13.8K 0.05% 94
2022
Q2 		$117K Buy
+10,228
New +$119K 0.05% 98
2021
Q4 		– Sell
-14,950
Closed -$225K – 99
2021
Q3 		$225K Buy
+14,950
New +$231K 0.1% 95

Other funds holding BFK

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VisionPoint Advisory Group's BFK Position: Q4 2024 in Review

VisionPoint Advisory Group sold out of BlackRock Municipal Income Trust (BFK) in Q4 2024, closing a stake of 4,296 shares — an estimated $45.4K sold.

VisionPoint Advisory Group first reported a position in BFK in Q3 2021 and held it in 11 quarters. The position peaked at $225K in Q3 2021. 88 funds tracked by Wall St. Rank hold BFK as of Q4 2024.

  • VisionPoint Advisory Group reported no remaining BlackRock Municipal Income Trust position as of Q4 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 4,296 BlackRock Municipal Income Trust shares in Q4 2024, an estimated $45.4K.
  • VisionPoint Advisory Group first reported a position in BlackRock Municipal Income Trust in Q3 2021 and held it in 11 quarters.
  • VisionPoint Advisory Group's BlackRock Municipal Income Trust position peaked at $225K in Q3 2021.
  • 88 funds tracked by Wall St. Rank held BlackRock Municipal Income Trust as of Q4 2024.

Based on VisionPoint Advisory Group's 13F filing for Q4 2024, filed 3 Feb 2025.