FourThought Financial’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

FourThought Financial’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 Q1	–	Sell	-1,200	Closed	-$18K	–	1468
2021 Q4	$18K	Hold	1,200	–	–	﹤0.01%	942
2021 Q3	$18K	Hold	1,200	–	–	﹤0.01%	971
2021 Q2	$18K	Hold	1,200	–	–	﹤0.01%	965
2021 Q1	$17K	Hold	1,200	–	–	﹤0.01%	934
2020 Q4	$17K	Buy	+1,200	New	+$17.3K	﹤0.01%	909

Other funds holding BTZ

PPA

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

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

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

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

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

JFGIW

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

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

FourThought Financial's BTZ Position: Q1 2022 in Review

FourThought Financial sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q1 2022, closing a stake of 1,200 shares — an estimated $18K sold.

FourThought Financial first reported a position in BTZ in Q4 2020 and held it in 5 quarters. The position peaked at $18K in Q4 2021. 136 funds tracked by Wall St. Rank hold BTZ as of Q1 2022.

FourThought Financial reported no remaining BlackRock Credit Allocation Income Trust position as of Q1 2022 after selling out during the quarter.
FourThought Financial sold 1,200 BlackRock Credit Allocation Income Trust shares in Q1 2022, an estimated $18K.
FourThought Financial first reported a position in BlackRock Credit Allocation Income Trust in Q4 2020 and held it in 5 quarters.
FourThought Financial's BlackRock Credit Allocation Income Trust position peaked at $18K in Q4 2021.
136 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q1 2022.

Based on FourThought Financial's 13F filing for Q1 2022, filed 29 Apr 2022.