Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Journey Strategic Wealth »

Blackrock Capital Allocation Trust shares owned by Journey Strategic Wealth

Quarter-by-quarter ownership of Blackrock Capital Allocation Trust (BCAT) shares owned by Journey Strategic Wealth from 13F filings

Historical chart of Journey Strategic Wealth investment in Blackrock Capital Allocation Trust

Tip: Access up to 7 years of quarterly data

All positions including Blackrock Capital Allocation Trust held by Journey Strategic Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in Blackrock Capital Allocation Trust by Journey Strategic Wealth

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$346k	21k	16.45
2024-06-30	$390k	24k	16.41
2024-03-31	$337k	20k	16.66
2023-12-31	$150k	10k	14.95
2023-09-30	$145k	10k	14.49
2023-06-30	$153k	10k	15.25
2023-03-31	$151k	10k	15.14
2022-12-31	$139k	10k	13.87

More positions owned by Journey Strategic Wealth

Johnson & Johnson (JNJ)

Spdr S&p 500 Etf Tr Tr Unit (SPY)

Ishares Tr Core S&p500 Etf (IVV)

Apple (AAPL)

Pepsi (PEP)

Ishares Tr Esg Awr Msci Usa (ESGU)

Ishares Tr 20 Yr Tr Bd Etf (TLT)

Microsoft Corporation (MSFT)

Wisdomtree Tr Intl Qulty Div (IQDG)

Ishares Tr Core S&p Mcp Etf (IJH)

Ishares Tr Core S&p Scp Etf (IJR)

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)

Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

Vaneck Etf Trust Mrngstr Wde Moat (MOAT)

Invesco Actively Managed Exc Total Return (GTO)

View all positions for Journey Strategic Wealth

Top funds holding Blackrock Capital Allocation Trust

Saba Capital Management

Morgan Stanley

Rivernorth Capital Management

Invesco

Bank of America Corporation

Penserra Capital Management

Cohen & Steers Capital Management

Pathstone Holdings

Atlas Wealth

Stifel Financial

Rockefeller Capital Management

Wells Fargo & Company

Keebeck Wealth Management

Alpine Partners VI

Thomas J. Herzfeld Advisors

View all funds holding Blackrock Capital Allocation Trust

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z