Laurel Wealth Advisors (California)’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Laurel Wealth Advisors (California)’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 Q1	–	Sell	-13,867	Closed	-$209K	–	744
2021 Q4	$209K	Buy	13,867 +147	+1%	+$2.22K	0.02%	747
2021 Q3	$208K	Buy	13,720 +107	+0.8%	+$1.66K	0.04%	435
2021 Q2	$212K	Buy	+13,613	New	+$203K	0.03%	482
2019 Q2	–	Sell	-12,677	Closed	-$157K	–	398
2019 Q1	$157K	Buy	12,677 +30	+0.2%	+$360	0.04%	377
2018 Q4	$141K	Buy	+12,647	New	+$148K	0.04%	331

Other funds holding BTZ

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SIA

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

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

JFGIW

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Laurel Wealth Advisors (California)'s BTZ Position: Q1 2022 in Review

Laurel Wealth Advisors (California) sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q1 2022, closing a stake of 13,867 shares — an estimated $209K sold.

Laurel Wealth Advisors (California) first reported a position in BTZ in Q4 2018 and held it in 5 quarters. The position peaked at $212K in Q2 2021. 136 funds tracked by Wall St. Rank hold BTZ as of Q1 2022.

Laurel Wealth Advisors (California) reported no remaining BlackRock Credit Allocation Income Trust position as of Q1 2022 after selling out during the quarter.
Laurel Wealth Advisors (California) sold 13,867 BlackRock Credit Allocation Income Trust shares in Q1 2022, an estimated $209K.
Laurel Wealth Advisors (California) first reported a position in BlackRock Credit Allocation Income Trust in Q4 2018 and held it in 5 quarters.
Laurel Wealth Advisors (California)'s BlackRock Credit Allocation Income Trust position peaked at $212K in Q2 2021.
136 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q1 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q1 2022, filed 13 May 2022.