Savior LLC’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Savior LLC’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 Q4	–	Sell	-230	Closed	-$2.23K	–	28
2023 Q3	$2.23K	Hold	230	–	–	0.02%	92
2023 Q2	$2.33K	Hold	230	–	–	0.01%	90
2023 Q1	$2.37K	Hold	230	–	–	﹤0.01%	122
2022 Q4	$2.32K	Hold	230	–	–	﹤0.01%	137
2022 Q3	$2K	Hold	230	–	–	﹤0.01%	163
2022 Q2	$3K	Hold	230	–	–	﹤0.01%	136
2022 Q1	$3K	Hold	230	–	–	﹤0.01%	131
2021 Q4	$3K	Hold	230	–	–	﹤0.01%	145
2021 Q3	$3K	Hold	230	–	–	﹤0.01%	148
2021 Q2	$4K	Hold	230	–	–	﹤0.01%	598
2021 Q1	$3K	Hold	230	–	–	﹤0.01%	675
2020 Q4	$3K	Buy	+230	New	+$3.31K	﹤0.01%	649

Other funds holding BTZ

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

SIA

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Savior LLC's BTZ Position: Q4 2023 in Review

Savior LLC sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q4 2023, closing a stake of 230 shares — an estimated $2.23K sold.

Savior LLC first reported a position in BTZ in Q4 2020 and held it in 12 quarters. The position peaked at $4K in Q2 2021. 149 funds tracked by Wall St. Rank hold BTZ as of Q4 2023.

Savior LLC reported no remaining BlackRock Credit Allocation Income Trust position as of Q4 2023 after selling out during the quarter.
Savior LLC sold 230 BlackRock Credit Allocation Income Trust shares in Q4 2023, an estimated $2.23K.
Savior LLC first reported a position in BlackRock Credit Allocation Income Trust in Q4 2020 and held it in 12 quarters.
Savior LLC's BlackRock Credit Allocation Income Trust position peaked at $4K in Q2 2021.
149 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q4 2023.

Based on Savior LLC's 13F filing for Q4 2023, filed 1 Feb 2024.