Bessemer Group
BFZ

Bessemer Group’s BlackRock CA Municipal Income Trust BFZ Stock Holding History

Bessemer Group’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
Q3 		– Sell
-1,500
Closed -$18K – 2615
2024
Q2 		$18K Buy
+1,500
New +$17.6K ﹤0.01% 1401

Other funds holding BFZ

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
GC
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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Bessemer Group's BFZ Position: Q3 2024 in Review

Bessemer Group sold out of BlackRock CA Municipal Income Trust (BFZ) in Q3 2024, closing a stake of 1,500 shares — an estimated $18K sold.

Bessemer Group first reported a position in BFZ in Q2 2024 and held it in 1 quarter. The position peaked at $18K in Q2 2024. 52 funds tracked by Wall St. Rank hold BFZ as of Q3 2024.

  • Bessemer Group reported no remaining BlackRock CA Municipal Income Trust position as of Q3 2024 after selling out during the quarter.
  • Bessemer Group sold 1,500 BlackRock CA Municipal Income Trust shares in Q3 2024, an estimated $18K.
  • Bessemer Group first reported a position in BlackRock CA Municipal Income Trust in Q2 2024 and held it in 1 quarter.
  • Bessemer Group's BlackRock CA Municipal Income Trust position peaked at $18K in Q2 2024.
  • 52 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q3 2024.

Based on Bessemer Group's 13F filing for Q3 2024, filed 12 Nov 2024.