WWM
BFZ

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

Western Wealth Management’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
2022
Q4 		– Sell
-10,450
Closed -$106K – 625
2022
Q3 		$106K Hold
10,450
– – 0.01% 781
2022
Q2 		$119K Buy
+10,450
New +$119K 0.01% 760

Other funds holding BFZ

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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Western Wealth Management's BFZ Position: Q4 2022 in Review

Western Wealth Management sold out of BlackRock CA Municipal Income Trust (BFZ) in Q4 2022, closing a stake of 10,450 shares — an estimated $106K sold.

Western Wealth Management first reported a position in BFZ in Q2 2022 and held it in 2 quarters. The position peaked at $119K in Q2 2022. 62 funds tracked by Wall St. Rank hold BFZ as of Q4 2022.

  • Western Wealth Management reported no remaining BlackRock CA Municipal Income Trust position as of Q4 2022 after selling out during the quarter.
  • Western Wealth Management sold 10,450 BlackRock CA Municipal Income Trust shares in Q4 2022, an estimated $106K.
  • Western Wealth Management first reported a position in BlackRock CA Municipal Income Trust in Q2 2022 and held it in 2 quarters.
  • Western Wealth Management's BlackRock CA Municipal Income Trust position peaked at $119K in Q2 2022.
  • 62 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q4 2022.

Based on Western Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.