EverSource Wealth Advisors’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

EverSource Wealth 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 Q3	–	Sell	-963	Closed	-$9.77K	–	2523
2023 Q2	$9.77K	Hold	963	–	–	﹤0.01%	1451
2023 Q1	$9.91K	Hold	963	–	–	﹤0.01%	1363
2022 Q4	$9.73K	Hold	963	–	–	﹤0.01%	1343
2022 Q3	$9K	Buy	+963	New	+$10.6K	﹤0.01%	1150

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

EverSource Wealth Advisors's BTZ Position: Q3 2023 in Review

EverSource Wealth Advisors sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q3 2023, closing a stake of 963 shares — an estimated $9.77K sold.

EverSource Wealth Advisors first reported a position in BTZ in Q3 2022 and held it in 4 quarters. The position peaked at $9.91K in Q1 2023. 132 funds tracked by Wall St. Rank hold BTZ as of Q3 2023.

EverSource Wealth Advisors reported no remaining BlackRock Credit Allocation Income Trust position as of Q3 2023 after selling out during the quarter.
EverSource Wealth Advisors sold 963 BlackRock Credit Allocation Income Trust shares in Q3 2023, an estimated $9.77K.
EverSource Wealth Advisors first reported a position in BlackRock Credit Allocation Income Trust in Q3 2022 and held it in 4 quarters.
EverSource Wealth Advisors's BlackRock Credit Allocation Income Trust position peaked at $9.91K in Q1 2023.
132 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q3 2023.

Based on EverSource Wealth Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.