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McGlone Suttner Wealth Management’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

McGlone Suttner Wealth 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
Q1 		– Sell
-2,941
Closed -$30.4K – 254
2023
Q4 		$30.4K Buy
+2,941
New +$28.8K 0.01% 356

Other funds holding BTZ

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

McGlone Suttner Wealth Management's BTZ Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q1 2024, closing a stake of 2,941 shares — an estimated $30.4K sold.

McGlone Suttner Wealth Management first reported a position in BTZ in Q4 2023 and held it in 1 quarter. The position peaked at $30.4K in Q4 2023. 141 funds tracked by Wall St. Rank hold BTZ as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining BlackRock Credit Allocation Income Trust position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 2,941 BlackRock Credit Allocation Income Trust shares in Q1 2024, an estimated $30.4K.
  • McGlone Suttner Wealth Management first reported a position in BlackRock Credit Allocation Income Trust in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's BlackRock Credit Allocation Income Trust position peaked at $30.4K in Q4 2023.
  • 141 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.