Running Point Capital Advisors’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Running Point Capital 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 Q1	–	Sell	-10,000	Closed	-$101K	–	160
2022 Q4	$101K	Hold	10,000	–	–	0.06%	140
2022 Q3	$95K	Hold	10,000	–	–	0.06%	132
2022 Q2	$109K	Hold	10,000	–	–	0.07%	125
2022 Q1	$126K	Buy	+10,000	New	+$132K	0.07%	119

Other funds holding BTZ

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Running Point Capital Advisors's BTZ Position: Q1 2023 in Review

Running Point Capital Advisors sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q1 2023, closing a stake of 10,000 shares — an estimated $101K sold.

Running Point Capital Advisors first reported a position in BTZ in Q1 2022 and held it in 4 quarters. The position peaked at $126K in Q1 2022. 136 funds tracked by Wall St. Rank hold BTZ as of Q1 2023.

Running Point Capital Advisors reported no remaining BlackRock Credit Allocation Income Trust position as of Q1 2023 after selling out during the quarter.
Running Point Capital Advisors sold 10,000 BlackRock Credit Allocation Income Trust shares in Q1 2023, an estimated $101K.
Running Point Capital Advisors first reported a position in BlackRock Credit Allocation Income Trust in Q1 2022 and held it in 4 quarters.
Running Point Capital Advisors's BlackRock Credit Allocation Income Trust position peaked at $126K in Q1 2022.
136 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q1 2023.

Based on Running Point Capital Advisors's 13F filing for Q1 2023, filed 10 May 2023.