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

SFI 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
2024
Q3 		– Sell
-28,211
Closed -$302K – 78
2024
Q2 		$302K Buy
28,211
+197
+0.7% +$2.06K 0.23% 55
2024
Q1 		$299K Buy
+28,014
New +$301K 0.23% 55

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

SFI Advisors's BTZ Position: Q3 2024 in Review

SFI Advisors sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q3 2024, closing a stake of 28,211 shares — an estimated $302K sold.

SFI Advisors first reported a position in BTZ in Q1 2024 and held it in 2 quarters. The position peaked at $302K in Q2 2024. 134 funds tracked by Wall St. Rank hold BTZ as of Q3 2024.

  • SFI Advisors reported no remaining BlackRock Credit Allocation Income Trust position as of Q3 2024 after selling out during the quarter.
  • SFI Advisors sold 28,211 BlackRock Credit Allocation Income Trust shares in Q3 2024, an estimated $302K.
  • SFI Advisors first reported a position in BlackRock Credit Allocation Income Trust in Q1 2024 and held it in 2 quarters.
  • SFI Advisors's BlackRock Credit Allocation Income Trust position peaked at $302K in Q2 2024.
  • 134 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q3 2024.

Based on SFI Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.