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Fortitude Advisory Group’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Fortitude Advisory Group’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
2022
Q2 		– Sell
-2,750
Closed -$35K – 359
2022
Q1 		$35K Hold
2,750
– – 0.02% 640
2021
Q4 		$41K Buy
+2,750
New +$41.5K 0.02% 602

Other funds holding BTZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Fortitude Advisory Group's BTZ Position: Q2 2022 in Review

Fortitude Advisory Group sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q2 2022, closing a stake of 2,750 shares — an estimated $35K sold.

Fortitude Advisory Group first reported a position in BTZ in Q4 2021 and held it in 2 quarters. The position peaked at $41K in Q4 2021. 145 funds tracked by Wall St. Rank hold BTZ as of Q2 2022.

  • Fortitude Advisory Group reported no remaining BlackRock Credit Allocation Income Trust position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 2,750 BlackRock Credit Allocation Income Trust shares in Q2 2022, an estimated $35K.
  • Fortitude Advisory Group first reported a position in BlackRock Credit Allocation Income Trust in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's BlackRock Credit Allocation Income Trust position peaked at $41K in Q4 2021.
  • 145 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.