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Global Wealth Management Investment Advisory’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Global Wealth Management Investment Advisory’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
Q3 		– Sell
-3
Closed – – 184
2022
Q2 		$0 Hold
3
– – ﹤0.01% 497
2022
Q1 		$0 Hold
3
– – ﹤0.01% 493
2021
Q4 		$0 Hold
3
– – ﹤0.01% 455
2021
Q3 		$0 Hold
3
– – ﹤0.01% 463
2021
Q2 		$0 Hold
3
– – ﹤0.01% 441
2021
Q1 		$0 Hold
3
– – ﹤0.01% 464
2020
Q4 		$0 Hold
3
– – ﹤0.01% 464
2020
Q3 		$0 Hold
3
– – ﹤0.01% 467
2020
Q2 		$0 Hold
3
– – ﹤0.01% 603
2020
Q1 		$0 Hold
3
– – ﹤0.01% 594
2019
Q4 		$0 Hold
3
– – ﹤0.01% 615
2019
Q3 		$0 Hold
3
– – ﹤0.01% 636
2019
Q2 		$0 Hold
3
– – ﹤0.01% 689
2019
Q1 		$0 Buy
+3
New +$36 ﹤0.01% 679

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

Global Wealth Management Investment Advisory's BTZ Position: Q3 2022 in Review

Global Wealth Management Investment Advisory sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q3 2022, closing a stake of 3 shares.

Global Wealth Management Investment Advisory first reported a position in BTZ in Q1 2019 and held it in 14 quarters. The position peaked at $0 in Q2 2022. 147 funds tracked by Wall St. Rank hold BTZ as of Q3 2022.

  • Global Wealth Management Investment Advisory reported no remaining BlackRock Credit Allocation Income Trust position as of Q3 2022 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 3 BlackRock Credit Allocation Income Trust shares in Q3 2022.
  • Global Wealth Management Investment Advisory first reported a position in BlackRock Credit Allocation Income Trust in Q1 2019 and held it in 14 quarters.
  • Global Wealth Management Investment Advisory's BlackRock Credit Allocation Income Trust position peaked at $0 in Q2 2022.
  • 147 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q3 2022.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2022, filed 19 Oct 2022.