B. Riley Wealth Advisors’s BlackRock CA Municipal Income Trust BFZ Stock Holding History

B. Riley Wealth Advisors’s Portfolio BFZ Stock Details BFZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-16,290	Closed	-$168K	–	1404
2024 Q1	$168K	Buy	+16,290	New	+$192K	﹤0.01%	1301
2023 Q4	–	Sell	-16,290	Closed	-$168K	–	1400
2023 Q3	$168K	Sell	16,290 -6,665	-29%	-$75.2K	﹤0.01%	1301
2023 Q2	$273K	Buy	22,955 +151	+0.7%	+$1.78K	0.01%	1173
2023 Q1	$267K	Sell	22,804 -4,699	-17%	-$52.9K	0.01%	1130
2022 Q4	$298K	Buy	+27,503	New	+$291K	0.01%	1049
2015 Q1	–	Sell	-645	Closed	-$10	–	711
2014 Q4	$10	Buy	+645	New	+$9.56K	﹤0.01%	2855

Other funds holding BFZ

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

SIA

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

B. Riley Wealth Advisors's BFZ Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of BlackRock CA Municipal Income Trust (BFZ) in Q2 2024, closing a stake of 16,290 shares — an estimated $168K sold.

B. Riley Wealth Advisors first reported a position in BFZ in Q4 2014 and held it in 6 quarters. The position peaked at $298K in Q4 2022. 55 funds tracked by Wall St. Rank hold BFZ as of Q2 2024.

B. Riley Wealth Advisors reported no remaining BlackRock CA Municipal Income Trust position as of Q2 2024 after selling out during the quarter.
B. Riley Wealth Advisors sold 16,290 BlackRock CA Municipal Income Trust shares in Q2 2024, an estimated $168K.
B. Riley Wealth Advisors first reported a position in BlackRock CA Municipal Income Trust in Q4 2014 and held it in 6 quarters.
B. Riley Wealth Advisors's BlackRock CA Municipal Income Trust position peaked at $298K in Q4 2022.
55 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.