Hazlett, Burt & Watson’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Hazlett, Burt & Watson’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 Q1	–	Sell	-2,240	Closed	-$23K	–	620
2022 Q4	$23K	Hold	2,240	–	–	0.02%	361
2022 Q3	$21K	Hold	2,240	–	–	0.02%	365
2022 Q2	$24K	Hold	2,240	–	–	0.02%	355
2022 Q1	$28K	Buy	+2,240	New	+$29.6K	0.02%	357

Other funds holding BTZ

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

JFGIW

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

RJFSA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Hazlett, Burt & Watson's BTZ Position: Q1 2023 in Review

Hazlett, Burt & Watson sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q1 2023, closing a stake of 2,240 shares — an estimated $23K sold.

Hazlett, Burt & Watson first reported a position in BTZ in Q1 2022 and held it in 4 quarters. The position peaked at $28K in Q1 2022. 136 funds tracked by Wall St. Rank hold BTZ as of Q1 2023.

Hazlett, Burt & Watson reported no remaining BlackRock Credit Allocation Income Trust position as of Q1 2023 after selling out during the quarter.
Hazlett, Burt & Watson sold 2,240 BlackRock Credit Allocation Income Trust shares in Q1 2023, an estimated $23K.
Hazlett, Burt & Watson first reported a position in BlackRock Credit Allocation Income Trust in Q1 2022 and held it in 4 quarters.
Hazlett, Burt & Watson's BlackRock Credit Allocation Income Trust position peaked at $28K in Q1 2022.
136 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q1 2023.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2023, filed 27 Apr 2023.