Wealthspire Advisors (New York)’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

Wealthspire Advisors (New York)’s Portfolio BIT Stock Details BIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-65,000	Closed	-$988K	–	799
2024 Q3	$988K	Hold	65,000	–	–	0.01%	375
2024 Q2	$948K	Hold	65,000	–	–	0.01%	321
2024 Q1	$1.03M	Hold	65,000	–	–	0.01%	309
2023 Q4	$975K	Hold	65,000	–	–	0.01%	315
2023 Q3	$941K	Hold	65,000	–	–	0.02%	289
2023 Q2	$934K	Hold	65,000	–	–	0.02%	257
2023 Q1	$948K	Sell	65,000 -33,694	-34%	-$499K	0.02%	251
2022 Q4	$1.4M	Sell	98,694 -26,306	-21%	-$385K	0.03%	200
2022 Q3	$1.78M	Buy	125,000 +25,000	+25%	+$386K	0.04%	156
2022 Q2	$1.42M	Sell	100,000 -120,000	-55%	-$1.82M	0.03%	174
2022 Q1	$3.63M	Buy	220,000 +75,000	+52%	+$1.24M	0.08%	94
2021 Q4	$2.63M	Buy	145,000 +55,000	+61%	+$1.02M	0.06%	119
2021 Q3	$1.68M	Buy	+90,000	New	+$1.68M	0.03%	184

Other funds holding BIT

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealthspire Advisors (New York)'s BIT Position: Q4 2024 in Review

Wealthspire Advisors (New York) sold out of BlackRock Multi-Sector Income Trust (BIT) in Q4 2024, closing a stake of 65,000 shares — an estimated $988K sold.

Wealthspire Advisors (New York) first reported a position in BIT in Q3 2021 and held it in 13 quarters. The position peaked at $3.63M in Q1 2022. 87 funds tracked by Wall St. Rank hold BIT as of Q4 2024.

Wealthspire Advisors (New York) reported no remaining BlackRock Multi-Sector Income Trust position as of Q4 2024 after selling out during the quarter.
Wealthspire Advisors (New York) sold 65,000 BlackRock Multi-Sector Income Trust shares in Q4 2024, an estimated $988K.
Wealthspire Advisors (New York) first reported a position in BlackRock Multi-Sector Income Trust in Q3 2021 and held it in 13 quarters.
Wealthspire Advisors (New York)'s BlackRock Multi-Sector Income Trust position peaked at $3.63M in Q1 2022.
87 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q4 2024.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2024, filed 4 Feb 2025.