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

TCI Wealth 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
2023 Q4	–	Sell	-25,067	Closed	-$243K	–	208
2023 Q3	$243K	Buy	+25,067	New	+$251K	0.03%	171
2015 Q3	–	Sell	-939	Closed	-$12K	–	975
2015 Q2	$12K	Buy	+939	New	+$12.4K	0.01%	480

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

TCI Wealth Advisors's BTZ Position: Q4 2023 in Review

TCI Wealth Advisors sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q4 2023, closing a stake of 25,067 shares — an estimated $243K sold.

TCI Wealth Advisors first reported a position in BTZ in Q2 2015 and held it in 2 quarters. The position peaked at $243K in Q3 2023. 149 funds tracked by Wall St. Rank hold BTZ as of Q4 2023.

TCI Wealth Advisors reported no remaining BlackRock Credit Allocation Income Trust position as of Q4 2023 after selling out during the quarter.
TCI Wealth Advisors sold 25,067 BlackRock Credit Allocation Income Trust shares in Q4 2023, an estimated $243K.
TCI Wealth Advisors first reported a position in BlackRock Credit Allocation Income Trust in Q2 2015 and held it in 2 quarters.
TCI Wealth Advisors's BlackRock Credit Allocation Income Trust position peaked at $243K in Q3 2023.
149 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q4 2023.

Based on TCI Wealth Advisors's 13F filing for Q4 2023, filed 6 Feb 2024.