WE
BKT icon

Wealth Effects’s BlackRock Income Trust BKT Stock Holding History

Wealth Effects’s Portfolio BKT Stock Details BKT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-3,500
Closed -$43K – 192
2022
Q3 		$43K Buy
+3,500
New +$47.6K 0.03% 180

Other funds holding BKT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
VRM
Vectors Research Management New York $342M AUM 19.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HC
HNP Capital Rochester, New York $359M AUM 3.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $174M AUM 13.95% 1-Year Est. Return

Wealth Effects's BKT Position: Q4 2022 in Review

Wealth Effects sold out of BlackRock Income Trust (BKT) in Q4 2022, closing a stake of 3,500 shares — an estimated $43K sold.

Wealth Effects first reported a position in BKT in Q3 2022 and held it in 1 quarter. The position peaked at $43K in Q3 2022. 59 funds tracked by Wall St. Rank hold BKT as of Q4 2022.

  • Wealth Effects reported no remaining BlackRock Income Trust position as of Q4 2022 after selling out during the quarter.
  • Wealth Effects sold 3,500 BlackRock Income Trust shares in Q4 2022, an estimated $43K.
  • Wealth Effects first reported a position in BlackRock Income Trust in Q3 2022 and held it in 1 quarter.
  • Wealth Effects's BlackRock Income Trust position peaked at $43K in Q3 2022.
  • 59 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q4 2022.

Based on Wealth Effects's 13F filing for Q4 2022, filed 2 Feb 2023.