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

Atlas Private 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	-1,650	Closed	-$25K	–	224
2021 Q3	$25K	Hold	1,650	–	–	0.01%	314
2021 Q2	$26K	Hold	1,650	–	–	0.01%	315
2021 Q1	$24K	Hold	1,650	–	–	0.01%	336
2020 Q4	$24K	Hold	1,650	–	–	0.02%	305
2020 Q3	$23K	Hold	1,650	–	–	0.02%	291
2020 Q2	$22K	Buy	+1,650	New	+$21.7K	0.02%	302

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

Atlas Private Wealth Advisors's BTZ Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q4 2021, closing a stake of 1,650 shares — an estimated $25K sold.

Atlas Private Wealth Advisors first reported a position in BTZ in Q2 2020 and held it in 6 quarters. The position peaked at $26K in Q2 2021. 136 funds tracked by Wall St. Rank hold BTZ as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining BlackRock Credit Allocation Income Trust position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 1,650 BlackRock Credit Allocation Income Trust shares in Q4 2021, an estimated $25K.
Atlas Private Wealth Advisors first reported a position in BlackRock Credit Allocation Income Trust in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's BlackRock Credit Allocation Income Trust position peaked at $26K in Q2 2021.
136 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.