Truvestments Capital’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Truvestments Capital’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 Q1	–	Sell	-409	Closed	-$4.22K	–	749
2023 Q4	$4.22K	Buy	+409	New	+$4.01K	﹤0.01%	613

Other funds holding BTZ

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Truvestments Capital's BTZ Position: Q1 2024 in Review

Truvestments Capital sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q1 2024, closing a stake of 409 shares — an estimated $4.22K sold.

Truvestments Capital first reported a position in BTZ in Q4 2023 and held it in 1 quarter. The position peaked at $4.22K in Q4 2023. 141 funds tracked by Wall St. Rank hold BTZ as of Q1 2024.

Truvestments Capital reported no remaining BlackRock Credit Allocation Income Trust position as of Q1 2024 after selling out during the quarter.
Truvestments Capital sold 409 BlackRock Credit Allocation Income Trust shares in Q1 2024, an estimated $4.22K.
Truvestments Capital first reported a position in BlackRock Credit Allocation Income Trust in Q4 2023 and held it in 1 quarter.
Truvestments Capital's BlackRock Credit Allocation Income Trust position peaked at $4.22K in Q4 2023.
141 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q1 2024.

Based on Truvestments Capital's 13F filing for Q1 2024, filed 14 May 2024.