WIA
BMEZ icon

Wealthstreet Investment Advisors’s BlackRock Health Sciences Trust II BMEZ Stock Holding History

Wealthstreet Investment Advisors’s Portfolio BMEZ Stock Details BMEZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-17,500
Closed -$366K – 336
2020
Q2 		$366K Buy
+17,500
New +$345K 0.04% 248

Other funds holding BMEZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return