CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

CAPTRUST Financial Advisors’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
Q1 		– Sell
-19,295
Closed -$195K – 2321
2022
Q4 		$195K Buy
+19,295
New +$196K ﹤0.01% 1953

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CAPTRUST Financial Advisors's BTZ Position: Q1 2023 in Review

CAPTRUST Financial Advisors sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q1 2023, closing a stake of 19,295 shares — an estimated $195K sold.

CAPTRUST Financial Advisors first reported a position in BTZ in Q4 2022 and held it in 1 quarter. The position peaked at $195K in Q4 2022. 136 funds tracked by Wall St. Rank hold BTZ as of Q1 2023.

  • CAPTRUST Financial Advisors reported no remaining BlackRock Credit Allocation Income Trust position as of Q1 2023 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 19,295 BlackRock Credit Allocation Income Trust shares in Q1 2023, an estimated $195K.
  • CAPTRUST Financial Advisors first reported a position in BlackRock Credit Allocation Income Trust in Q4 2022 and held it in 1 quarter.
  • CAPTRUST Financial Advisors's BlackRock Credit Allocation Income Trust position peaked at $195K in Q4 2022.
  • 136 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q1 2023.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2023, filed 15 May 2023.