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Rise Advisors’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Rise Advisors’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
2023
Q2 		– Sell
-777
Closed -$8K – 695
2023
Q1 		$8K Buy
777
+18
+2% +$192 0.01% 397
2022
Q4 		$7.67K Buy
759
+18
+2% +$183 0.01% 389
2022
Q3 		$7K Buy
741
+17
+2% +$187 0.01% 383
2022
Q2 		$8K Buy
724
+16
+2% +$183 0.01% 364
2022
Q1 		$9K Buy
708
+14
+2% +$185 0.01% 336
2021
Q4 		$10.4K Buy
+694
New +$10.5K 0.01% 322

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return

Rise Advisors's BTZ Position: Q2 2023 in Review

Rise Advisors sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q2 2023, closing a stake of 777 shares — an estimated $8K sold.

Rise Advisors first reported a position in BTZ in Q4 2021 and held it in 6 quarters. The position peaked at $10.4K in Q4 2021. 138 funds tracked by Wall St. Rank hold BTZ as of Q2 2023.

  • Rise Advisors reported no remaining BlackRock Credit Allocation Income Trust position as of Q2 2023 after selling out during the quarter.
  • Rise Advisors sold 777 BlackRock Credit Allocation Income Trust shares in Q2 2023, an estimated $8K.
  • Rise Advisors first reported a position in BlackRock Credit Allocation Income Trust in Q4 2021 and held it in 6 quarters.
  • Rise Advisors's BlackRock Credit Allocation Income Trust position peaked at $10.4K in Q4 2021.
  • 138 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2023.

Based on Rise Advisors's 13F filing for Q2 2023, filed 10 Jul 2023.