Access Financial Services’s BlackRock Science and Technology Trust BST Stock Holding History

Access Financial Services’s Portfolio BST Stock Details BST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-33,547	Closed	-$1.09M	–	88
2022 Q2	$1.09M	Sell	33,547 -32,714	-49%	-$1.21M	0.62%	51
2022 Q1	$2.87M	Buy	66,261 +28,356	+75%	+$1.25M	1.36%	10
2021 Q4	$1.89M	Sell	37,905 -16,700	-31%	-$875K	0.85%	30
2021 Q3	$2.85M	Buy	+54,605	New	+$2.95M	1.28%	14

Other funds holding BST

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

RJFSA

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Access Financial Services's BST Position: Q3 2022 in Review

Access Financial Services sold out of BlackRock Science and Technology Trust (BST) in Q3 2022, closing a stake of 33,547 shares — an estimated $1.09M sold.

Access Financial Services first reported a position in BST in Q3 2021 and held it in 4 quarters. The position peaked at $2.87M in Q1 2022. 87 funds tracked by Wall St. Rank hold BST as of Q3 2022.

Access Financial Services reported no remaining BlackRock Science and Technology Trust position as of Q3 2022 after selling out during the quarter.
Access Financial Services sold 33,547 BlackRock Science and Technology Trust shares in Q3 2022, an estimated $1.09M.
Access Financial Services first reported a position in BlackRock Science and Technology Trust in Q3 2021 and held it in 4 quarters.
Access Financial Services's BlackRock Science and Technology Trust position peaked at $2.87M in Q1 2022.
87 funds tracked by Wall St. Rank held BlackRock Science and Technology Trust as of Q3 2022.

Based on Access Financial Services's 13F filing for Q3 2022, filed 18 Oct 2022.