Avior Wealth Management’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Avior 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
2022 Q4	–	Sell	-240	Closed	-$2K	–	1286
2022 Q3	$2K	Buy	+240	New	+$2.63K	﹤0.01%	1015
2020 Q3	–	Sell	-200	Closed	-$2.79K	–	927
2020 Q2	$2K	Buy	+200	New	+$2.63K	﹤0.01%	789
2019 Q4	–	Sell	-2,450	Closed	-$33K	–	788
2019 Q3	$33K	Buy	+2,450	New	+$32.9K	0.01%	489
2014 Q4	–	Sell	-160	Closed	-$2K	–	332
2014 Q3	$2K	Hold	160	–	–	﹤0.01%	298
2014 Q2	$2K	Hold	160	–	–	﹤0.01%	303
2014 Q1	$2K	Buy	+160	New	+$2.12K	﹤0.01%	309

Other funds holding BTZ

SIA

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

Morgan Stanley New York $1.66T AUM 25.57% 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

PCM

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

JFGIW

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

Avior Wealth Management's BTZ Position: Q4 2022 in Review

Avior Wealth Management sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q4 2022, closing a stake of 240 shares — an estimated $2K sold.

Avior Wealth Management first reported a position in BTZ in Q1 2014 and held it in 6 quarters. The position peaked at $33K in Q3 2019. 149 funds tracked by Wall St. Rank hold BTZ as of Q4 2022.

Avior Wealth Management reported no remaining BlackRock Credit Allocation Income Trust position as of Q4 2022 after selling out during the quarter.
Avior Wealth Management sold 240 BlackRock Credit Allocation Income Trust shares in Q4 2022, an estimated $2K.
Avior Wealth Management first reported a position in BlackRock Credit Allocation Income Trust in Q1 2014 and held it in 6 quarters.
Avior Wealth Management's BlackRock Credit Allocation Income Trust position peaked at $33K in Q3 2019.
149 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q4 2022.

Based on Avior Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.