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Atria Wealth Solutions’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Atria Wealth Solutions’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
Q4 		– Sell
-11,069
Closed -$106K – 1806
2022
Q3 		$106K Buy
+11,069
New +$122K ﹤0.01% 1634

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JFGIW
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Atria Wealth Solutions's BTZ Position: Q4 2022 in Review

Atria Wealth Solutions sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q4 2022, closing a stake of 11,069 shares — an estimated $106K sold.

Atria Wealth Solutions first reported a position in BTZ in Q3 2022 and held it in 1 quarter. The position peaked at $106K in Q3 2022. 149 funds tracked by Wall St. Rank hold BTZ as of Q4 2022.

  • Atria Wealth Solutions reported no remaining BlackRock Credit Allocation Income Trust position as of Q4 2022 after selling out during the quarter.
  • Atria Wealth Solutions sold 11,069 BlackRock Credit Allocation Income Trust shares in Q4 2022, an estimated $106K.
  • Atria Wealth Solutions first reported a position in BlackRock Credit Allocation Income Trust in Q3 2022 and held it in 1 quarter.
  • Atria Wealth Solutions's BlackRock Credit Allocation Income Trust position peaked at $106K in Q3 2022.
  • 149 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q4 2022.

Based on Atria Wealth Solutions's 13F filing for Q4 2022, filed 13 Feb 2023.