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Winch Advisory Services’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

Winch Advisory Services’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
Q3 		– Sell
-667
Closed -$9.72K – 464
2024
Q2 		$9.72K Buy
+667
New +$10.1K ﹤0.01% 260

Other funds holding BIT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Winch Advisory Services's BIT Position: Q3 2024 in Review

Winch Advisory Services sold out of BlackRock Multi-Sector Income Trust (BIT) in Q3 2024, closing a stake of 667 shares — an estimated $9.72K sold.

Winch Advisory Services first reported a position in BIT in Q2 2024 and held it in 1 quarter. The position peaked at $9.72K in Q2 2024. 79 funds tracked by Wall St. Rank hold BIT as of Q3 2024.

  • Winch Advisory Services reported no remaining BlackRock Multi-Sector Income Trust position as of Q3 2024 after selling out during the quarter.
  • Winch Advisory Services sold 667 BlackRock Multi-Sector Income Trust shares in Q3 2024, an estimated $9.72K.
  • Winch Advisory Services first reported a position in BlackRock Multi-Sector Income Trust in Q2 2024 and held it in 1 quarter.
  • Winch Advisory Services's BlackRock Multi-Sector Income Trust position peaked at $9.72K in Q2 2024.
  • 79 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q3 2024.

Based on Winch Advisory Services's 13F filing for Q3 2024, filed 21 Oct 2024.