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

Beaird Harris 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
2024
Q3 		– Sell
-873
Closed -$9.35K – 539
2024
Q2 		$9.35K Buy
+873
New +$9.12K ﹤0.01% 383

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Beaird Harris Wealth Management's BTZ Position: Q3 2024 in Review

Beaird Harris Wealth Management sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q3 2024, closing a stake of 873 shares — an estimated $9.35K sold.

Beaird Harris Wealth Management first reported a position in BTZ in Q2 2024 and held it in 1 quarter. The position peaked at $9.35K in Q2 2024. 134 funds tracked by Wall St. Rank hold BTZ as of Q3 2024.

  • Beaird Harris Wealth Management reported no remaining BlackRock Credit Allocation Income Trust position as of Q3 2024 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 873 BlackRock Credit Allocation Income Trust shares in Q3 2024, an estimated $9.35K.
  • Beaird Harris Wealth Management first reported a position in BlackRock Credit Allocation Income Trust in Q2 2024 and held it in 1 quarter.
  • Beaird Harris Wealth Management's BlackRock Credit Allocation Income Trust position peaked at $9.35K in Q2 2024.
  • 134 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q3 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2024, filed 2 Dec 2024.