WMS
BLW icon

Wealth Management Solutions’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Wealth Management Solutions’s Portfolio BLW Stock Details BLW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-11,567
Closed -$166K – 96
2022
Q1 		$166K Sell
11,567
-4,937
-30% -$73.3K 0.09% 107
2021
Q4 		$278K Buy
+16,504
New +$280K 0.14% 94

Other funds holding BLW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BZWA
Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wealth Management Solutions's BLW Position: Q2 2022 in Review

Wealth Management Solutions sold out of BlackRock Limited Duration Income Trust (BLW) in Q2 2022, closing a stake of 11,567 shares — an estimated $166K sold.

Wealth Management Solutions first reported a position in BLW in Q4 2021 and held it in 2 quarters. The position peaked at $278K in Q4 2021. 76 funds tracked by Wall St. Rank hold BLW as of Q2 2022.

  • Wealth Management Solutions reported no remaining BlackRock Limited Duration Income Trust position as of Q2 2022 after selling out during the quarter.
  • Wealth Management Solutions sold 11,567 BlackRock Limited Duration Income Trust shares in Q2 2022, an estimated $166K.
  • Wealth Management Solutions first reported a position in BlackRock Limited Duration Income Trust in Q4 2021 and held it in 2 quarters.
  • Wealth Management Solutions's BlackRock Limited Duration Income Trust position peaked at $278K in Q4 2021.
  • 76 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q2 2022.

Based on Wealth Management Solutions's 13F filing for Q2 2022, filed 1 Aug 2022.