American Portfolios Advisors’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

American Portfolios Advisors’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
2022 Q3	$52.6K	Buy	5,512 +113	+2%	+$1.24K	﹤0.01%	1670
2022 Q2	$58.8K	Sell	5,399 -639	-11%	-$7.29K	﹤0.01%	1670
2022 Q1	$75.8K	Sell	6,038 -7,365	-55%	-$97.2K	﹤0.01%	1673
2021 Q4	$202K	Buy	13,403 +9,044	+207%	+$137K	0.01%	1154
2021 Q3	$66K	Buy	4,359 +32	+0.7%	+$496	﹤0.01%	1641
2021 Q2	$67.5K	Buy	4,327 +48	+1%	+$717	﹤0.01%	1585
2021 Q1	$62.8K	Buy	4,279 +48	+1%	+$708	﹤0.01%	1513
2020 Q4	$62.2K	Buy	4,231 +48	+1%	+$690	﹤0.01%	1343
2020 Q3	$59.5K	Buy	4,183 +49	+1%	+$683	﹤0.01%	1260
2020 Q2	$54.6K	Buy	4,134 +51	+1%	+$672	﹤0.01%	1263
2020 Q1	$47.6K	Sell	4,083 -3,450	-46%	-$46.6K	﹤0.01%	1183
2019 Q4	$105K	Buy	7,533 +2,362	+46%	+$32.2K	0.01%	1018
2019 Q3	$70.4K	Buy	5,171 +1,030	+25%	+$13.8K	0.01%	1148
2019 Q2	$53.7K	Hold	4,141	–	–	﹤0.01%	1236
2019 Q1	$51.4K	Sell	4,141 -260	-6%	-$3.12K	﹤0.01%	1182
2018 Q4	$49.2K	Hold	4,401	–	–	0.01%	1011
2018 Q3	$53.9K	Sell	4,401 -1,702	-28%	-$20.9K	0.01%	1072
2018 Q2	$73.7K	Sell	6,103 -409	-6%	-$5.07K	0.01%	933
2018 Q1	$82.5K	Hold	6,512	–	–	0.01%	825
2017 Q4	$86.7K	Buy	+6,512	New	+$87K	0.01%	776

Other funds holding BTZ

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

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

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

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

RCM

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

American Portfolios Advisors's BTZ Position: Q3 2022 in Review

American Portfolios Advisors increased its BlackRock Credit Allocation Income Trust (BTZ) stake by 2.1% in Q3 2022, buying an estimated $1.24K and bringing the position to 5,512 shares worth $52.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1670.

American Portfolios Advisors first reported a position in BTZ in Q4 2017 and has held it in 20 quarters since. The position peaked at $202K in Q4 2021. 147 funds tracked by Wall St. Rank hold BTZ as of Q3 2022.

American Portfolios Advisors held 5,512 shares of BlackRock Credit Allocation Income Trust worth $52.6K as of Q3 2022.
American Portfolios Advisors bought 113 BlackRock Credit Allocation Income Trust shares in Q3 2022, an estimated $1.24K.
BlackRock Credit Allocation Income Trust made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1670 holding.
American Portfolios Advisors first reported a position in BlackRock Credit Allocation Income Trust in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's BlackRock Credit Allocation Income Trust position peaked at $202K in Q4 2021.
147 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.