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SJS Investment Consulting’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

SJS Investment Consulting’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
Q2 		– Sell
-1,649
Closed -$17.6K – 1674
2024
Q1 		$17.6K Hold
1,649
– – ﹤0.01% 295
2023
Q4 		$17K Hold
1,649
– – ﹤0.01% 249
2023
Q3 		$16K Hold
1,649
– – ﹤0.01% 252
2023
Q2 		$16.7K Hold
1,649
– – ﹤0.01% 234
2023
Q1 		$17K Hold
1,649
– – ﹤0.01% 239
2022
Q4 		$16.7K Buy
1,649
+28
+2% +$284 0.01% 246
2022
Q3 		$15K Buy
+1,621
New +$17.8K 0.01% 261
2022
Q1 		$19K Buy
1,552
+19
+1% +$251 0.01% 306
2021
Q4 		$23K Buy
+1,533
New +$23.2K 0.01% 254

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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

SJS Investment Consulting's BTZ Position: Q2 2024 in Review

SJS Investment Consulting sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q2 2024, closing a stake of 1,649 shares — an estimated $17.6K sold.

SJS Investment Consulting first reported a position in BTZ in Q4 2021 and held it in 9 quarters. The position peaked at $23K in Q4 2021. 138 funds tracked by Wall St. Rank hold BTZ as of Q2 2024.

  • SJS Investment Consulting reported no remaining BlackRock Credit Allocation Income Trust position as of Q2 2024 after selling out during the quarter.
  • SJS Investment Consulting sold 1,649 BlackRock Credit Allocation Income Trust shares in Q2 2024, an estimated $17.6K.
  • SJS Investment Consulting first reported a position in BlackRock Credit Allocation Income Trust in Q4 2021 and held it in 9 quarters.
  • SJS Investment Consulting's BlackRock Credit Allocation Income Trust position peaked at $23K in Q4 2021.
  • 138 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2024.

Based on SJS Investment Consulting's 13F filing for Q2 2024, filed 16 Jul 2024.