FFA
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Founders Financial Alliance’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Founders Financial Alliance’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
2020
Q4 		– Sell
-3,650
Closed -$52K – 541
2020
Q3 		$52K Buy
+3,650
New +$50.9K 0.03% 366

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Founders Financial Alliance's BTZ Position: Q4 2020 in Review

Founders Financial Alliance sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q4 2020, closing a stake of 3,650 shares — an estimated $52K sold.

Founders Financial Alliance first reported a position in BTZ in Q3 2020 and held it in 1 quarter. The position peaked at $52K in Q3 2020. 136 funds tracked by Wall St. Rank hold BTZ as of Q4 2020.

  • Founders Financial Alliance reported no remaining BlackRock Credit Allocation Income Trust position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 3,650 BlackRock Credit Allocation Income Trust shares in Q4 2020, an estimated $52K.
  • Founders Financial Alliance first reported a position in BlackRock Credit Allocation Income Trust in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's BlackRock Credit Allocation Income Trust position peaked at $52K in Q3 2020.
  • 136 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.