FFA
BTZ icon

First Foundation Advisors’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

First Foundation 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
2024
Q1 		– Sell
-14,615
Closed -$151K – 438
2023
Q4 		$151K Hold
14,615
– – 0.01% 359
2023
Q3 		$141K Hold
14,615
– – 0.01% 403
2023
Q2 		$148K Hold
14,615
– – 0.01% 396
2023
Q1 		$150K Hold
14,615
– – 0.01% 370
2022
Q4 		$148K Hold
14,615
– – 0.01% 379
2022
Q3 		$139K Buy
+14,615
New +$160K 0.01% 363
2021
Q4 		– Sell
-14,204
Closed -$215K – 445
2021
Q3 		$215K Sell
14,204
-142,893
-91% -$2.22M 0.01% 414
2021
Q2 		$2.45M Sell
157,097
-17,946
-10% -$268K 0.09% 124
2021
Q1 		$2.57M Sell
175,043
-25,931
-13% -$382K 0.11% 109
2020
Q4 		$2.96M Sell
200,974
-21,193
-10% -$305K 0.13% 98
2020
Q3 		$3.16M Buy
222,167
+238
+0.1% +$3.32K 0.15% 85
2020
Q2 		$2.93M Buy
221,929
+745
+0.3% +$9.82K 0.15% 85
2020
Q1 		$2.58M Sell
221,184
-59,433
-21% -$803K 0.16% 90
2019
Q4 		$3.92M Buy
280,617
+37,339
+15% +$509K 0.19% 83
2019
Q3 		$3.31M Sell
243,278
-5,566
-2% -$74.8K 0.18% 84
2019
Q2 		$3.23M Sell
248,844
-1,577
-0.6% -$20K 0.18% 87
2019
Q1 		$3.11M Sell
250,421
-63,614
-20% -$762K 0.18% 88
2018
Q4 		$3.51M Buy
314,035
+3,773
+1% +$44.2K 0.22% 74
2018
Q3 		$3.8M Buy
310,262
+10,566
+4% +$130K 0.21% 76
2018
Q2 		$3.62M Buy
299,696
+7,504
+3% +$93.1K 0.21% 73
2018
Q1 		$3.7M Sell
292,192
-23,733
-8% -$305K 0.21% 72
2017
Q4 		$4.21M Buy
315,925
+27,301
+9% +$365K 0.23% 71
2017
Q3 		$3.92M Buy
288,624
+92,104
+47% +$1.24M 0.22% 70
2017
Q2 		$2.64M Sell
196,520
-110,418
-36% -$1.47M 0.16% 86
2017
Q1 		$4.04M Sell
306,938
-110,697
-27% -$1.44M 0.25% 68
2016
Q4 		$5.42M Buy
417,635
+8,962
+2% +$114K 0.35% 58
2016
Q3 		$5.46M Sell
408,673
-47,252
-10% -$630K 0.38% 52
2016
Q2 		$5.94M Buy
455,925
+66,629
+17% +$848K 0.43% 54
2016
Q1 		$4.87M Buy
389,296
+51,990
+15% +$629K 0.35% 58
2015
Q4 		$4.16M Buy
337,306
+83,076
+33% +$1.02M 0.28% 69
2015
Q3 		$3.09M Buy
254,230
+21,203
+9% +$263K 0.25% 68
2015
Q2 		$2.95M Buy
233,027
+40,343
+21% +$534K 0.23% 66
2015
Q1 		$2.59M Buy
192,684
+95,932
+99% +$1.28M 0.22% 63
2014
Q4 		$1.25M Buy
96,752
+34,342
+55% +$459K 0.11% 87
2014
Q3 		$831K Buy
62,410
+8,044
+15% +$109K 0.08% 93
2014
Q2 		$748K Buy
54,366
+8,531
+19% +$117K 0.08% 91
2014
Q1 		$620K Buy
45,835
+1,002
+2% +$13.3K 0.08% 86
2013
Q4 		$586K Buy
44,833
+3,900
+10% +$49.9K 0.08% 85
2013
Q3 		$534K Buy
40,933
+27,689
+209% +$348K 0.08% 87
2013
Q2 		$172K Buy
+13,244
New +$183K 0.03% 130

Other funds holding BTZ

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

First Foundation Advisors's BTZ Position: Q1 2024 in Review

First Foundation Advisors sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q1 2024, closing a stake of 14,615 shares — an estimated $151K sold.

First Foundation Advisors first reported a position in BTZ in Q2 2013 and held it in 40 quarters. The position peaked at $5.94M in Q2 2016. 141 funds tracked by Wall St. Rank hold BTZ as of Q1 2024.

  • First Foundation Advisors reported no remaining BlackRock Credit Allocation Income Trust position as of Q1 2024 after selling out during the quarter.
  • First Foundation Advisors sold 14,615 BlackRock Credit Allocation Income Trust shares in Q1 2024, an estimated $151K.
  • First Foundation Advisors first reported a position in BlackRock Credit Allocation Income Trust in Q2 2013 and held it in 40 quarters.
  • First Foundation Advisors's BlackRock Credit Allocation Income Trust position peaked at $5.94M in Q2 2016.
  • 141 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q1 2024.

Based on First Foundation Advisors's 13F filing for Q1 2024, filed 10 May 2024.