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Patten & Patten’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Patten & Patten’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
Q3 		– Sell
-10,000
Closed -$107K – 318
2024
Q2 		$107K Hold
10,000
– – 0.01% 302
2024
Q1 		$107K Buy
+10,000
New +$107K 0.01% 306

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Patten & Patten's BTZ Position: Q3 2024 in Review

Patten & Patten sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q3 2024, closing a stake of 10,000 shares — an estimated $107K sold.

Patten & Patten first reported a position in BTZ in Q1 2024 and held it in 2 quarters. The position peaked at $107K in Q2 2024. 134 funds tracked by Wall St. Rank hold BTZ as of Q3 2024.

  • Patten & Patten reported no remaining BlackRock Credit Allocation Income Trust position as of Q3 2024 after selling out during the quarter.
  • Patten & Patten sold 10,000 BlackRock Credit Allocation Income Trust shares in Q3 2024, an estimated $107K.
  • Patten & Patten first reported a position in BlackRock Credit Allocation Income Trust in Q1 2024 and held it in 2 quarters.
  • Patten & Patten's BlackRock Credit Allocation Income Trust position peaked at $107K in Q2 2024.
  • 134 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q3 2024.

Based on Patten & Patten's 13F filing for Q3 2024, filed 4 Nov 2024.