AWM
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Accurate Wealth Management’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Accurate Wealth Management’s Portfolio BTZ Stock Details BTZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-282
Closed -$2.97K – 404
2022
Q4 		$2.97K Buy
+282
New +$2.87K ﹤0.01% 1123

Other funds holding BTZ

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Accurate Wealth Management's BTZ Position: Q1 2023 in Review

Accurate Wealth Management sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q1 2023, closing a stake of 282 shares — an estimated $2.97K sold.

Accurate Wealth Management first reported a position in BTZ in Q4 2022 and held it in 1 quarter. The position peaked at $2.97K in Q4 2022. 136 funds tracked by Wall St. Rank hold BTZ as of Q1 2023.

  • Accurate Wealth Management reported no remaining BlackRock Credit Allocation Income Trust position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 282 BlackRock Credit Allocation Income Trust shares in Q1 2023, an estimated $2.97K.
  • Accurate Wealth Management first reported a position in BlackRock Credit Allocation Income Trust in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's BlackRock Credit Allocation Income Trust position peaked at $2.97K in Q4 2022.
  • 136 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.