SteelPeak Wealth’s BlackRock CA Municipal Income Trust BFZ Stock Holding History

SteelPeak Wealth’s Portfolio BFZ Stock Details BFZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-10,433	Closed	-$108K	–	453
2023 Q3	$108K	Hold	10,433	–	–	0.01%	400
2023 Q2	$124K	Hold	10,433	–	–	0.01%	417
2023 Q1	$122K	Hold	10,433	–	–	0.01%	366
2022 Q4	$113K	Hold	10,433	–	–	0.01%	390
2022 Q3	$108K	Hold	10,433	–	–	0.01%	379
2022 Q2	$119K	Hold	10,433	–	–	0.01%	382
2022 Q1	$128K	Hold	10,433	–	–	0.01%	407
2021 Q4	$152K	Hold	10,433	–	–	0.01%	388
2021 Q3	$154K	Hold	10,433	–	–	0.01%	399
2021 Q2	$156K	Hold	10,433	–	–	0.01%	403
2021 Q1	$150K	Hold	10,433	–	–	0.01%	360
2020 Q4	$148K	Hold	10,433	–	–	0.01%	310
2020 Q3	$138K	Hold	10,433	–	–	0.01%	262
2020 Q2	$137K	Hold	10,433	–	–	0.02%	237
2020 Q1	$132K	Hold	10,433	–	–	0.02%	220
2019 Q4	$141K	Buy	+10,433	New	+$141K	0.02%	245

Other funds holding BFZ

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

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

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

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

SteelPeak Wealth's BFZ Position: Q4 2023 in Review

SteelPeak Wealth sold out of BlackRock CA Municipal Income Trust (BFZ) in Q4 2023, closing a stake of 10,433 shares — an estimated $108K sold.

SteelPeak Wealth first reported a position in BFZ in Q4 2019 and held it in 16 quarters. The position peaked at $156K in Q2 2021. 57 funds tracked by Wall St. Rank hold BFZ as of Q4 2023.

SteelPeak Wealth reported no remaining BlackRock CA Municipal Income Trust position as of Q4 2023 after selling out during the quarter.
SteelPeak Wealth sold 10,433 BlackRock CA Municipal Income Trust shares in Q4 2023, an estimated $108K.
SteelPeak Wealth first reported a position in BlackRock CA Municipal Income Trust in Q4 2019 and held it in 16 quarters.
SteelPeak Wealth's BlackRock CA Municipal Income Trust position peaked at $156K in Q2 2021.
57 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q4 2023.

Based on SteelPeak Wealth's 13F filing for Q4 2023, filed 24 Jan 2024.