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Coppell Advisory Solutions’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Coppell Advisory Solutions’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
-142
Closed -$1.52K – 1991
2024
Q3 		$1.52K Buy
+142
New +$1.55K ﹤0.01% 1498

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Coppell Advisory Solutions's BTZ Position: Q4 2024 in Review

Coppell Advisory Solutions sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q4 2024, closing a stake of 142 shares — an estimated $1.52K sold.

Coppell Advisory Solutions first reported a position in BTZ in Q3 2024 and held it in 1 quarter. The position peaked at $1.52K in Q3 2024. 155 funds tracked by Wall St. Rank hold BTZ as of Q4 2024.

  • Coppell Advisory Solutions reported no remaining BlackRock Credit Allocation Income Trust position as of Q4 2024 after selling out during the quarter.
  • Coppell Advisory Solutions sold 142 BlackRock Credit Allocation Income Trust shares in Q4 2024, an estimated $1.52K.
  • Coppell Advisory Solutions first reported a position in BlackRock Credit Allocation Income Trust in Q3 2024 and held it in 1 quarter.
  • Coppell Advisory Solutions's BlackRock Credit Allocation Income Trust position peaked at $1.52K in Q3 2024.
  • 155 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q4 2024.

Based on Coppell Advisory Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.