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Winch Advisory Services’s BlackRock Health Sciences Trust BME Stock Holding History

Winch Advisory Services’s Portfolio BME Stock Details BME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-114
Closed -$4.74K – 454
2024
Q1 		$4.74K Buy
+114
New +$4.77K ﹤0.01% 315

Other funds holding BME

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Winch Advisory Services's BME Position: Q2 2024 in Review

Winch Advisory Services sold out of BlackRock Health Sciences Trust (BME) in Q2 2024, closing a stake of 114 shares — an estimated $4.74K sold.

Winch Advisory Services first reported a position in BME in Q1 2024 and held it in 1 quarter. The position peaked at $4.74K in Q1 2024. 69 funds tracked by Wall St. Rank hold BME as of Q2 2024.

  • Winch Advisory Services reported no remaining BlackRock Health Sciences Trust position as of Q2 2024 after selling out during the quarter.
  • Winch Advisory Services sold 114 BlackRock Health Sciences Trust shares in Q2 2024, an estimated $4.74K.
  • Winch Advisory Services first reported a position in BlackRock Health Sciences Trust in Q1 2024 and held it in 1 quarter.
  • Winch Advisory Services's BlackRock Health Sciences Trust position peaked at $4.74K in Q1 2024.
  • 69 funds tracked by Wall St. Rank held BlackRock Health Sciences Trust as of Q2 2024.

Based on Winch Advisory Services's 13F filing for Q2 2024, filed 31 Jul 2024.