Fidelity Investments
BFZ

Fidelity Investments’s BlackRock CA Municipal Income Trust BFZ Stock Holding History

Fidelity Investments’s Portfolio BFZ Stock Details BFZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1
Closed -$12 – 5380
2024
Q1 		$12 Buy
+1
New +$12 ﹤0.01% 5242

Other funds holding BFZ

SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

Fidelity Investments's BFZ Position: Q2 2024 in Review

Fidelity Investments sold out of BlackRock CA Municipal Income Trust (BFZ) in Q2 2024, closing a stake of 1 share — an estimated $12 sold.

Fidelity Investments first reported a position in BFZ in Q1 2024 and held it in 1 quarter. The position peaked at $12 in Q1 2024. 55 funds tracked by Wall St. Rank hold BFZ as of Q2 2024.

  • Fidelity Investments reported no remaining BlackRock CA Municipal Income Trust position as of Q2 2024 after selling out during the quarter.
  • Fidelity Investments sold 1 BlackRock CA Municipal Income Trust share in Q2 2024, an estimated $12.
  • Fidelity Investments first reported a position in BlackRock CA Municipal Income Trust in Q1 2024 and held it in 1 quarter.
  • Fidelity Investments's BlackRock CA Municipal Income Trust position peaked at $12 in Q1 2024.
  • 55 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q2 2024.

Based on Fidelity Investments's 13F filing for Q2 2024, filed 13 Aug 2024.