Gradient Investments’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Gradient Investments’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
2023 Q3	–	Sell	-644	Closed	-$6.54K	–	1822
2023 Q2	$6.54K	Buy	+644	New	+$6.63K	﹤0.01%	897
2018 Q2	–	Sell	-40	Closed	-$1K	–	994
2018 Q1	$1K	Buy	+40	New	+$514	﹤0.01%	876

Other funds holding BTZ

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Gradient Investments's BTZ Position: Q3 2023 in Review

Gradient Investments sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q3 2023, closing a stake of 644 shares — an estimated $6.54K sold.

Gradient Investments first reported a position in BTZ in Q1 2018 and held it in 2 quarters. The position peaked at $6.54K in Q2 2023. 132 funds tracked by Wall St. Rank hold BTZ as of Q3 2023.

Gradient Investments reported no remaining BlackRock Credit Allocation Income Trust position as of Q3 2023 after selling out during the quarter.
Gradient Investments sold 644 BlackRock Credit Allocation Income Trust shares in Q3 2023, an estimated $6.54K.
Gradient Investments first reported a position in BlackRock Credit Allocation Income Trust in Q1 2018 and held it in 2 quarters.
Gradient Investments's BlackRock Credit Allocation Income Trust position peaked at $6.54K in Q2 2023.
132 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q3 2023.

Based on Gradient Investments's 13F filing for Q3 2023, filed 27 Oct 2023.