Arkadios Wealth Advisors’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Arkadios Wealth 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
2021 Q4	–	Sell	-2,377	Closed	-$36K	–	741
2021 Q3	$36K	Sell	2,377 -2,241	-49%	-$34.8K	0.01%	991
2021 Q2	$71K	Buy	4,618 +3,685	+395%	+$55.1K	0.01%	817
2021 Q1	$13K	Sell	933 -630	-40%	-$9.29K	﹤0.01%	1098
2020 Q4	$22K	Buy	+1,563	New	+$22.5K	﹤0.01%	725

Other funds holding BTZ

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

PCM

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

JFGIW

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

Arkadios Wealth Advisors's BTZ Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q4 2021, closing a stake of 2,377 shares — an estimated $36K sold.

Arkadios Wealth Advisors first reported a position in BTZ in Q4 2020 and held it in 4 quarters. The position peaked at $71K in Q2 2021. 136 funds tracked by Wall St. Rank hold BTZ as of Q4 2021.

Arkadios Wealth Advisors reported no remaining BlackRock Credit Allocation Income Trust position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 2,377 BlackRock Credit Allocation Income Trust shares in Q4 2021, an estimated $36K.
Arkadios Wealth Advisors first reported a position in BlackRock Credit Allocation Income Trust in Q4 2020 and held it in 4 quarters.
Arkadios Wealth Advisors's BlackRock Credit Allocation Income Trust position peaked at $71K in Q2 2021.
136 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.