WR Wealth Planners’s BlackRock Limited Duration Income Trust BLW Stock Holding History

WR Wealth Planners’s Portfolio BLW Stock Details BLW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-154	Closed	-$1.98K	–	918
2023 Q2	$1.98K	Buy	154 +3	+2%	+$39	﹤0.01%	775
2023 Q1	$1.97K	Buy	151 +4	+3%	+$53	﹤0.01%	773
2022 Q4	$1.93K	Buy	147 +3	+2%	+$38	﹤0.01%	394
2022 Q3	$1.74K	Buy	144 +3	+2%	+$40	﹤0.01%	395
2022 Q2	$1.78K	Buy	141 +3	+2%	+$41	﹤0.01%	422
2022 Q1	$1.98K	Buy	+138	New	+$2.05K	﹤0.01%	429

Other funds holding BLW

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

BZWA

Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WR Wealth Planners's BLW Position: Q3 2023 in Review

WR Wealth Planners sold out of BlackRock Limited Duration Income Trust (BLW) in Q3 2023, closing a stake of 154 shares — an estimated $1.98K sold.

WR Wealth Planners first reported a position in BLW in Q1 2022 and held it in 6 quarters. The position peaked at $1.98K in Q2 2023. 72 funds tracked by Wall St. Rank hold BLW as of Q3 2023.

WR Wealth Planners reported no remaining BlackRock Limited Duration Income Trust position as of Q3 2023 after selling out during the quarter.
WR Wealth Planners sold 154 BlackRock Limited Duration Income Trust shares in Q3 2023, an estimated $1.98K.
WR Wealth Planners first reported a position in BlackRock Limited Duration Income Trust in Q1 2022 and held it in 6 quarters.
WR Wealth Planners's BlackRock Limited Duration Income Trust position peaked at $1.98K in Q2 2023.
72 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q3 2023.

Based on WR Wealth Planners's 13F filing for Q3 2023, filed 1 Aug 2024.