MWA
BFZ

Monograph Wealth Advisors’s BlackRock CA Municipal Income Trust BFZ Stock Holding History

Monograph Wealth Advisors’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
2022
Q2 		– Sell
-15,152
Closed -$187K – 82
2022
Q1 		$187K Hold
15,152
– – 0.05% 83
2021
Q4 		$220K Buy
+15,152
New +$221K 0.06% 78

Other funds holding BFZ

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Monograph Wealth Advisors's BFZ Position: Q2 2022 in Review

Monograph Wealth Advisors sold out of BlackRock CA Municipal Income Trust (BFZ) in Q2 2022, closing a stake of 15,152 shares — an estimated $187K sold.

Monograph Wealth Advisors first reported a position in BFZ in Q4 2021 and held it in 2 quarters. The position peaked at $220K in Q4 2021. 70 funds tracked by Wall St. Rank hold BFZ as of Q2 2022.

  • Monograph Wealth Advisors reported no remaining BlackRock CA Municipal Income Trust position as of Q2 2022 after selling out during the quarter.
  • Monograph Wealth Advisors sold 15,152 BlackRock CA Municipal Income Trust shares in Q2 2022, an estimated $187K.
  • Monograph Wealth Advisors first reported a position in BlackRock CA Municipal Income Trust in Q4 2021 and held it in 2 quarters.
  • Monograph Wealth Advisors's BlackRock CA Municipal Income Trust position peaked at $220K in Q4 2021.
  • 70 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q2 2022.

Based on Monograph Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.