HI
BFZ

HBK Investments’s BlackRock CA Municipal Income Trust BFZ Stock Holding History

HBK Investments’s Portfolio BFZ Stock Details BFZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-20,700
Closed -$245K – 171
2024
Q1 		$245K Hold
20,700
– – ﹤0.01% 162
2023
Q4 		$249K Hold
20,700
– – ﹤0.01% 204
2023
Q3 		$213K Buy
+20,700
New +$234K ﹤0.01% 227

Other funds holding BFZ

SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

HBK Investments's BFZ Position: Q2 2024 in Review

HBK Investments sold out of BlackRock CA Municipal Income Trust (BFZ) in Q2 2024, closing a stake of 20,700 shares — an estimated $245K sold.

HBK Investments first reported a position in BFZ in Q3 2023 and held it in 3 quarters. The position peaked at $249K in Q4 2023. 55 funds tracked by Wall St. Rank hold BFZ as of Q2 2024.

  • HBK Investments reported no remaining BlackRock CA Municipal Income Trust position as of Q2 2024 after selling out during the quarter.
  • HBK Investments sold 20,700 BlackRock CA Municipal Income Trust shares in Q2 2024, an estimated $245K.
  • HBK Investments first reported a position in BlackRock CA Municipal Income Trust in Q3 2023 and held it in 3 quarters.
  • HBK Investments's BlackRock CA Municipal Income Trust position peaked at $249K in Q4 2023.
  • 55 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q2 2024.

Based on HBK Investments's 13F filing for Q2 2024, filed 14 Aug 2024.