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

Baystate 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
2023
Q4 		$10.5K Buy
+1,016
New +$9.96K ﹤0.01% 708

Other funds holding BTZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baystate Wealth Management's BTZ Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in BlackRock Credit Allocation Income Trust (BTZ) in Q4 2023: 1,016 shares worth $10.5K. The stake represents ﹤0.01% of the portfolio and ranks #708 among its holdings.

149 funds tracked by Wall St. Rank hold BTZ as of Q4 2023.

  • Baystate Wealth Management held 1,016 shares of BlackRock Credit Allocation Income Trust worth $10.5K as of Q4 2023.
  • BlackRock Credit Allocation Income Trust was a new Baystate Wealth Management position in Q4 2023.
  • BlackRock Credit Allocation Income Trust made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #708 holding.
  • 149 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.