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Investment Partners Asset Management’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Investment Partners Asset Management’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
2024
Q2 		– Sell
-12,073
Closed -$129K – 134
2024
Q1 		$129K Hold
12,073
– – 0.12% 134
2023
Q4 		$125K Buy
+12,073
New +$118K 0.12% 122

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PCM
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GC
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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 $3.21B AUM 6.83% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Investment Partners Asset Management's BTZ Position: Q2 2024 in Review

Investment Partners Asset Management sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q2 2024, closing a stake of 12,073 shares — an estimated $129K sold.

Investment Partners Asset Management first reported a position in BTZ in Q4 2023 and held it in 2 quarters. The position peaked at $129K in Q1 2024. 138 funds tracked by Wall St. Rank hold BTZ as of Q2 2024.

  • Investment Partners Asset Management reported no remaining BlackRock Credit Allocation Income Trust position as of Q2 2024 after selling out during the quarter.
  • Investment Partners Asset Management sold 12,073 BlackRock Credit Allocation Income Trust shares in Q2 2024, an estimated $129K.
  • Investment Partners Asset Management first reported a position in BlackRock Credit Allocation Income Trust in Q4 2023 and held it in 2 quarters.
  • Investment Partners Asset Management's BlackRock Credit Allocation Income Trust position peaked at $129K in Q1 2024.
  • 138 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2024.

Based on Investment Partners Asset Management's 13F filing for Q2 2024, filed 9 Jul 2024.