Cascade Investment Advisors’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Cascade Investment 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 Q2	–	Sell	-2,993	Closed	-$30.8K	–	123
2023 Q1	$30.8K	Buy	+2,993	New	+$31.9K	0.02%	166
2022 Q3	–	Sell	-2,993	Closed	-$32.6K	–	118
2022 Q2	$32.6K	Hold	2,993	–	–	0.03%	171
2022 Q1	$37.6K	Sell	2,993 -2,500	-46%	-$33K	0.02%	181
2021 Q4	$82.7K	Hold	5,493	–	–	0.05%	144
2021 Q3	$83.2K	Buy	+5,493	New	+$85.2K	0.05%	138

Other funds holding BTZ

SIA

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return

Cascade Investment Advisors's BTZ Position: Q2 2023 in Review

Cascade Investment Advisors sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q2 2023, closing a stake of 2,993 shares — an estimated $30.8K sold.

Cascade Investment Advisors first reported a position in BTZ in Q3 2021 and held it in 5 quarters. The position peaked at $83.2K in Q3 2021. 138 funds tracked by Wall St. Rank hold BTZ as of Q2 2023.

Cascade Investment Advisors reported no remaining BlackRock Credit Allocation Income Trust position as of Q2 2023 after selling out during the quarter.
Cascade Investment Advisors sold 2,993 BlackRock Credit Allocation Income Trust shares in Q2 2023, an estimated $30.8K.
Cascade Investment Advisors first reported a position in BlackRock Credit Allocation Income Trust in Q3 2021 and held it in 5 quarters.
Cascade Investment Advisors's BlackRock Credit Allocation Income Trust position peaked at $83.2K in Q3 2021.
138 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2023.

Based on Cascade Investment Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.