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

First Horizon 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
2021 Q2	–	Sell	-285	Closed	-$4K	–	1978
2021 Q1	$4K	Buy	285 +4	+1%	+$59	﹤0.01%	1487
2020 Q4	$4K	Buy	+281	New	+$4.04K	﹤0.01%	1234
2020 Q1	–	Sell	-17,800	Closed	-$248K	–	1385
2019 Q4	$248K	Hold	17,800	–	–	0.02%	306
2019 Q3	$242K	Hold	17,800	–	–	0.02%	296
2019 Q2	$230K	Buy	+17,800	New	+$226K	0.02%	323

Other funds holding BTZ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return

First Horizon Advisors's BTZ Position: Q2 2021 in Review

First Horizon Advisors sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q2 2021, closing a stake of 285 shares — an estimated $4K sold.

First Horizon Advisors first reported a position in BTZ in Q2 2019 and held it in 5 quarters. The position peaked at $248K in Q4 2019. 134 funds tracked by Wall St. Rank hold BTZ as of Q2 2021.

First Horizon Advisors reported no remaining BlackRock Credit Allocation Income Trust position as of Q2 2021 after selling out during the quarter.
First Horizon Advisors sold 285 BlackRock Credit Allocation Income Trust shares in Q2 2021, an estimated $4K.
First Horizon Advisors first reported a position in BlackRock Credit Allocation Income Trust in Q2 2019 and held it in 5 quarters.
First Horizon Advisors's BlackRock Credit Allocation Income Trust position peaked at $248K in Q4 2019.
134 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2021.

Based on First Horizon Advisors's 13F filing for Q2 2021, filed 9 Aug 2021.