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Fortis Group Advisors’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Fortis Group 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
-500
Closed -$5.16K – 518
2023
Q4 		$5.16K Buy
500
+250
+100% +$2.45K ﹤0.01% 357
2023
Q3 		$2.42K Buy
+250
New +$2.51K ﹤0.01% 352

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

Fortis Group Advisors's BTZ Position: Q1 2024 in Review

Fortis Group Advisors sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q1 2024, closing a stake of 500 shares — an estimated $5.16K sold.

Fortis Group Advisors first reported a position in BTZ in Q3 2023 and held it in 2 quarters. The position peaked at $5.16K in Q4 2023. 141 funds tracked by Wall St. Rank hold BTZ as of Q1 2024.

  • Fortis Group Advisors reported no remaining BlackRock Credit Allocation Income Trust position as of Q1 2024 after selling out during the quarter.
  • Fortis Group Advisors sold 500 BlackRock Credit Allocation Income Trust shares in Q1 2024, an estimated $5.16K.
  • Fortis Group Advisors first reported a position in BlackRock Credit Allocation Income Trust in Q3 2023 and held it in 2 quarters.
  • Fortis Group Advisors's BlackRock Credit Allocation Income Trust position peaked at $5.16K in Q4 2023.
  • 141 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q1 2024.

Based on Fortis Group Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.