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

Sanctuary Wealth Management’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 Q4	$2.94K	Hold	281	–	–	﹤0.01%	216
2024 Q3	$3.17K	Hold	281	–	–	﹤0.01%	220
2024 Q2	$3.01K	Hold	281	–	–	﹤0.01%	199
2024 Q1	$3K	Hold	281	–	–	﹤0.01%	187
2023 Q4	$2.9K	Hold	281	–	–	﹤0.01%	195
2023 Q3	$2.72K	Hold	281	–	–	﹤0.01%	185
2023 Q2	$2.85K	Buy	+281	New	+$2.89K	﹤0.01%	187
2022 Q4	$2.84K	Buy	+281	New	+$2.85K	﹤0.01%	172

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sanctuary Wealth Management's BTZ Position: Q4 2024 in Review

Sanctuary Wealth Management held its BlackRock Credit Allocation Income Trust (BTZ) position steady in Q4 2024 at 281 shares worth $2.94K. The position accounts for ﹤0.01% of the portfolio, ranked #216.

Sanctuary Wealth Management first reported a position in BTZ in Q4 2022 and has held it in 8 quarters since. The position peaked at $3.17K in Q3 2024. 155 funds tracked by Wall St. Rank hold BTZ as of Q4 2024.

Sanctuary Wealth Management held 281 shares of BlackRock Credit Allocation Income Trust worth $2.94K as of Q4 2024.
Sanctuary Wealth Management left its BlackRock Credit Allocation Income Trust share count unchanged in Q4 2024.
BlackRock Credit Allocation Income Trust made up ﹤0.01% of Sanctuary Wealth Management's portfolio in Q4 2024, its #216 holding.
Sanctuary Wealth Management first reported a position in BlackRock Credit Allocation Income Trust in Q4 2022 and has held it in 8 quarters since.
Sanctuary Wealth Management's BlackRock Credit Allocation Income Trust position peaked at $3.17K in Q3 2024.
155 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.