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

Atlas Private 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
2021
Q2 		– Sell
-472
Closed -$7K – 146
2021
Q1 		$7K Buy
+472
New +$6.96K ﹤0.01% 330

Other funds holding BTZ

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SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return

Atlas Private Wealth Management's BTZ Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q2 2021, closing a stake of 472 shares — an estimated $7K sold.

Atlas Private Wealth Management first reported a position in BTZ in Q1 2021 and held it in 1 quarter. The position peaked at $7K in Q1 2021. 134 funds tracked by Wall St. Rank hold BTZ as of Q2 2021.

  • Atlas Private Wealth Management reported no remaining BlackRock Credit Allocation Income Trust position as of Q2 2021 after selling out during the quarter.
  • Atlas Private Wealth Management sold 472 BlackRock Credit Allocation Income Trust shares in Q2 2021, an estimated $7K.
  • Atlas Private Wealth Management first reported a position in BlackRock Credit Allocation Income Trust in Q1 2021 and held it in 1 quarter.
  • Atlas Private Wealth Management's BlackRock Credit Allocation Income Trust position peaked at $7K in Q1 2021.
  • 134 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.