RWMG
BTZ icon

Redwood Wealth Management Group’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Redwood Wealth Management Group’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
-1,100
Closed -$11.8K – 300
2024
Q2 		$11.8K Buy
+1,100
New +$11.5K 0.01% 554

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

Redwood Wealth Management Group's BTZ Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q3 2024, closing a stake of 1,100 shares — an estimated $11.8K sold.

Redwood Wealth Management Group first reported a position in BTZ in Q2 2024 and held it in 1 quarter. The position peaked at $11.8K in Q2 2024. 134 funds tracked by Wall St. Rank hold BTZ as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining BlackRock Credit Allocation Income Trust position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 1,100 BlackRock Credit Allocation Income Trust shares in Q3 2024, an estimated $11.8K.
  • Redwood Wealth Management Group first reported a position in BlackRock Credit Allocation Income Trust in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's BlackRock Credit Allocation Income Trust position peaked at $11.8K in Q2 2024.
  • 134 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.