WI
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Wintrust Investments’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

Wintrust Investments’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
-15,085
Closed -$220K – 499
2024
Q2 		$220K Buy
15,085
+2,122
+16% +$32.1K 0.02% 438
2024
Q1 		$206K Buy
12,963
+1,579
+14% +$24.3K 0.02% 444
2023
Q4 		$171K Buy
11,384
+173
+2% +$2.54K 0.02% 437
2023
Q3 		$162K Sell
11,211
-330
-3% -$4.83K 0.02% 398
2023
Q2 		$166K Buy
11,541
+313
+3% +$4.53K 0.02% 418
2023
Q1 		$164K Buy
11,228
+89
+0.8% +$1.32K 0.02% 329
2022
Q4 		$158K Sell
11,139
-408
-4% -$5.97K 0.02% 359
2022
Q3 		$164K Buy
11,547
+201
+2% +$3.11K 0.02% 379
2022
Q2 		$161K Buy
11,346
+193
+2% +$2.93K 0.02% 363
2022
Q1 		$184K Buy
11,153
+307
+3% +$5.07K 0.02% 396
2021
Q4 		$197K Buy
10,846
+94
+0.9% +$1.75K 0.02% 411
2021
Q3 		$201K Sell
10,752
-276
-3% -$5.14K 0.03% 265
2021
Q2 		$206K Buy
11,028
+167
+2% +$3.1K 0.02% 402
2021
Q1 		$196K Buy
+10,861
New +$191K 0.02% 387
2020
Q4 		– Sell
-10,607
Closed -$167K – 201
2020
Q3 		$167K Buy
10,607
+230
+2% +$3.59K 0.02% 340
2020
Q2 		$150K Buy
+10,377
New +$141K 0.02% 335

Other funds holding BIT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wintrust Investments's BIT Position: Q3 2024 in Review

Wintrust Investments sold out of BlackRock Multi-Sector Income Trust (BIT) in Q3 2024, closing a stake of 15,085 shares — an estimated $220K sold.

Wintrust Investments first reported a position in BIT in Q2 2020 and held it in 16 quarters. The position peaked at $220K in Q2 2024. 79 funds tracked by Wall St. Rank hold BIT as of Q3 2024.

  • Wintrust Investments reported no remaining BlackRock Multi-Sector Income Trust position as of Q3 2024 after selling out during the quarter.
  • Wintrust Investments sold 15,085 BlackRock Multi-Sector Income Trust shares in Q3 2024, an estimated $220K.
  • Wintrust Investments first reported a position in BlackRock Multi-Sector Income Trust in Q2 2020 and held it in 16 quarters.
  • Wintrust Investments's BlackRock Multi-Sector Income Trust position peaked at $220K in Q2 2024.
  • 79 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q3 2024.

Based on Wintrust Investments's 13F filing for Q3 2024, filed 12 Nov 2024.