WealthTrust Axiom’s BlackRock Income Trust BKT Stock Holding History

WealthTrust Axiom’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
2021 Q2	–	Sell	-3,500	Closed	-$64K	–	271
2021 Q1	$64K	Hold	3,500	–	–	0.02%	242
2020 Q4	$63K	Hold	3,500	–	–	0.02%	225
2020 Q3	$64K	Hold	3,500	–	–	0.03%	196
2020 Q2	$64K	Hold	3,500	–	–	0.03%	193
2020 Q1	$60K	Hold	3,500	–	–	0.03%	177
2019 Q4	$63K	Hold	3,500	–	–	0.02%	219
2019 Q3	$63K	Hold	3,500	–	–	0.02%	225
2019 Q2	$63K	Hold	3,500	–	–	0.02%	227
2019 Q1	$62K	Hold	3,500	–	–	0.02%	221
2018 Q4	$59K	Hold	3,500	–	–	0.02%	203
2018 Q3	$60K	Hold	3,500	–	–	0.02%	224
2018 Q2	$61K	Hold	3,500	–	–	0.02%	220
2018 Q1	$61K	Hold	3,500	–	–	0.02%	220
2017 Q4	$64K	Hold	3,500	–	–	0.02%	218
2017 Q3	$65K	Hold	3,500	–	–	0.02%	212
2017 Q2	$66K	Hold	3,500	–	–	0.02%	217
2017 Q1	$64K	Sell	3,500 -167	-5%	-$3.12K	0.02%	224
2016 Q4	$69K	Hold	3,667	–	–	0.03%	220
2016 Q3	$71K	Hold	3,667	–	–	0.03%	217
2016 Q2	$72K	Hold	3,667	–	–	0.03%	217
2016 Q1	$72K	Hold	3,667	–	–	0.03%	210
2015 Q4	$70K	Hold	3,667	–	–	0.03%	212
2015 Q3	$69K	Hold	3,667	–	–	0.03%	211
2015 Q2	$69K	Hold	3,667	–	–	0.03%	216
2015 Q1	$70K	Hold	3,667	–	–	0.03%	222
2014 Q4	$70K	Hold	3,667	–	–	0.02%	221
2014 Q3	$69K	Hold	3,667	–	–	0.02%	217
2014 Q2	$73K	Hold	3,667	–	–	0.02%	212
2014 Q1	$71K	Buy	+3,667	New	+$72K	0.03%	200

Other funds holding BKT

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

HNP Capital Rochester, New York $359M AUM 3.18% 1-Year Est. Return

VRM

Vectors Research Management New York $342M AUM 19.83% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

WealthTrust Axiom's BKT Position: Q2 2021 in Review

WealthTrust Axiom sold out of BlackRock Income Trust (BKT) in Q2 2021, closing a stake of 3,500 shares — an estimated $64K sold.

WealthTrust Axiom first reported a position in BKT in Q1 2014 and held it in 29 quarters. The position peaked at $73K in Q2 2014. 79 funds tracked by Wall St. Rank hold BKT as of Q2 2021.

WealthTrust Axiom reported no remaining BlackRock Income Trust position as of Q2 2021 after selling out during the quarter.
WealthTrust Axiom sold 3,500 BlackRock Income Trust shares in Q2 2021, an estimated $64K.
WealthTrust Axiom first reported a position in BlackRock Income Trust in Q1 2014 and held it in 29 quarters.
WealthTrust Axiom's BlackRock Income Trust position peaked at $73K in Q2 2014.
79 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q2 2021.

Based on WealthTrust Axiom's 13F filing for Q2 2021, filed 22 Jul 2021.