AJ Wealth Strategies’s BlackRock CA Municipal Income Trust BFZ Stock Holding History

AJ Wealth Strategies’s Portfolio BFZ Stock Details BFZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-50,562	Closed	-$621K	–	310
2022 Q1	$621K	Hold	50,562	–	–	0.03%	179
2021 Q4	$736K	Hold	50,562	–	–	0.04%	161
2021 Q3	$746K	Buy	50,562 +1,300	+3%	+$19.4K	0.04%	153
2021 Q2	$738K	Sell	49,262 -6,845	-12%	-$101K	0.04%	149
2021 Q1	$806K	Buy	+56,107	New	+$793K	0.06%	128
2020 Q3	–	Sell	-56,107	Closed	-$739K	–	225
2020 Q2	$739K	Hold	56,107	–	–	0.08%	102
2020 Q1	$712K	Hold	56,107	–	–	0.1%	73
2019 Q4	$761K	Buy	+56,107	New	+$759K	0.09%	64
2019 Q3	–	Sell	-32,457	Closed	-$430K	–	118
2019 Q2	$430K	Buy	+32,457	New	+$424K	0.06%	71

Other funds holding BFZ

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.14% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

AJ Wealth Strategies's BFZ Position: Q2 2022 in Review

AJ Wealth Strategies sold out of BlackRock CA Municipal Income Trust (BFZ) in Q2 2022, closing a stake of 50,562 shares — an estimated $621K sold.

AJ Wealth Strategies first reported a position in BFZ in Q2 2019 and held it in 9 quarters. The position peaked at $806K in Q1 2021. 70 funds tracked by Wall St. Rank hold BFZ as of Q2 2022.

AJ Wealth Strategies reported no remaining BlackRock CA Municipal Income Trust position as of Q2 2022 after selling out during the quarter.
AJ Wealth Strategies sold 50,562 BlackRock CA Municipal Income Trust shares in Q2 2022, an estimated $621K.
AJ Wealth Strategies first reported a position in BlackRock CA Municipal Income Trust in Q2 2019 and held it in 9 quarters.
AJ Wealth Strategies's BlackRock CA Municipal Income Trust position peaked at $806K in Q1 2021.
70 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q2 2022.

Based on AJ Wealth Strategies's 13F filing for Q2 2022, filed 4 Aug 2022.