Hexagon Capital Partners’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Hexagon Capital Partners’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 Q4	–	Sell	-1,000	Closed	-$10K	–	1469
2022 Q3	$10K	Hold	1,000	–	–	﹤0.01%	760
2022 Q2	$11K	Hold	1,000	–	–	﹤0.01%	639
2022 Q1	$13K	Hold	1,000	–	–	﹤0.01%	584
2021 Q4	$15K	Hold	1,000	–	–	﹤0.01%	548
2021 Q3	$15K	Hold	1,000	–	–	﹤0.01%	534
2021 Q2	$16K	Hold	1,000	–	–	﹤0.01%	495
2021 Q1	$14K	Hold	1,000	–	–	﹤0.01%	478
2020 Q4	$14K	Hold	1,000	–	–	﹤0.01%	438
2020 Q3	$13K	Buy	+1,000	New	+$13.9K	﹤0.01%	419

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 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

Hexagon Capital Partners's BTZ Position: Q4 2022 in Review

Hexagon Capital Partners sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q4 2022, closing a stake of 1,000 shares — an estimated $10K sold.

Hexagon Capital Partners first reported a position in BTZ in Q3 2020 and held it in 9 quarters. The position peaked at $16K in Q2 2021. 149 funds tracked by Wall St. Rank hold BTZ as of Q4 2022.

Hexagon Capital Partners reported no remaining BlackRock Credit Allocation Income Trust position as of Q4 2022 after selling out during the quarter.
Hexagon Capital Partners sold 1,000 BlackRock Credit Allocation Income Trust shares in Q4 2022, an estimated $10K.
Hexagon Capital Partners first reported a position in BlackRock Credit Allocation Income Trust in Q3 2020 and held it in 9 quarters.
Hexagon Capital Partners's BlackRock Credit Allocation Income Trust position peaked at $16K in Q2 2021.
149 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q4 2022.

Based on Hexagon Capital Partners's 13F filing for Q4 2022, filed 13 Jan 2023.