VBWMG
BFK

Von Berge Wealth Management Group’s BlackRock Municipal Income Trust BFK Stock Holding History

Von Berge Wealth Management 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
Q1 		– Sell
-27,416
Closed -$276K – 69
2023
Q4 		$276K Buy
+27,416
New +$259K 0.21% 52

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 0.66% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Von Berge Wealth Management Group's BFK Position: Q1 2024 in Review

Von Berge Wealth Management Group sold out of BlackRock Municipal Income Trust (BFK) in Q1 2024, closing a stake of 27,416 shares — an estimated $276K sold.

Von Berge Wealth Management Group first reported a position in BFK in Q4 2023 and held it in 1 quarter. The position peaked at $276K in Q4 2023. 85 funds tracked by Wall St. Rank hold BFK as of Q1 2024.

  • Von Berge Wealth Management Group reported no remaining BlackRock Municipal Income Trust position as of Q1 2024 after selling out during the quarter.
  • Von Berge Wealth Management Group sold 27,416 BlackRock Municipal Income Trust shares in Q1 2024, an estimated $276K.
  • Von Berge Wealth Management Group first reported a position in BlackRock Municipal Income Trust in Q4 2023 and held it in 1 quarter.
  • Von Berge Wealth Management Group's BlackRock Municipal Income Trust position peaked at $276K in Q4 2023.
  • 85 funds tracked by Wall St. Rank held BlackRock Municipal Income Trust as of Q1 2024.

Based on Von Berge Wealth Management Group's 13F filing for Q1 2024, filed 12 Apr 2024.