CIBC Private Wealth Group
BTZ icon

CIBC Private Wealth Group’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

CIBC Private Wealth Group’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
Q4 		– Sell
-12,660
Closed -$143K – 3004
2024
Q3 		$143K Hold
12,660
– – ﹤0.01% 1343
2024
Q2 		$136K Hold
12,660
– – ﹤0.01% 1272
2024
Q1 		$134K Buy
+12,660
New +$136K ﹤0.01% 1274

Other funds holding BTZ

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

CIBC Private Wealth Group's BTZ Position: Q4 2024 in Review

CIBC Private Wealth Group sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q4 2024, closing a stake of 12,660 shares — an estimated $143K sold.

CIBC Private Wealth Group first reported a position in BTZ in Q1 2024 and held it in 3 quarters. The position peaked at $143K in Q3 2024. 155 funds tracked by Wall St. Rank hold BTZ as of Q4 2024.

  • CIBC Private Wealth Group reported no remaining BlackRock Credit Allocation Income Trust position as of Q4 2024 after selling out during the quarter.
  • CIBC Private Wealth Group sold 12,660 BlackRock Credit Allocation Income Trust shares in Q4 2024, an estimated $143K.
  • CIBC Private Wealth Group first reported a position in BlackRock Credit Allocation Income Trust in Q1 2024 and held it in 3 quarters.
  • CIBC Private Wealth Group's BlackRock Credit Allocation Income Trust position peaked at $143K in Q3 2024.
  • 155 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q4 2024.

Based on CIBC Private Wealth Group's 13F filing for Q4 2024, filed 12 Feb 2025.