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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-48,399	Closed	-$948K	–	89
2022 Q2	$948K	Buy	+48,399	New	+$1.13M	0.54%	60
2022 Q1	–	Sell	-40,318	Closed	-$1.57M	–	112
2021 Q4	$1.57M	Buy	+40,318	New	+$1.61M	0.71%	44

Other funds holding BSTZ

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

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

RJA

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

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

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

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

RJFSA

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

Access Financial Services sold out of BlackRock Science and Technology Term Trust (BSTZ) in Q3 2022, closing a stake of 48,399 shares — an estimated $948K sold.

Access Financial Services first reported a position in BSTZ in Q4 2021 and held it in 2 quarters. The position peaked at $1.57M in Q4 2021. 81 funds tracked by Wall St. Rank hold BSTZ as of Q3 2022.

Access Financial Services reported no remaining BlackRock Science and Technology Term Trust position as of Q3 2022 after selling out during the quarter.
Access Financial Services sold 48,399 BlackRock Science and Technology Term Trust shares in Q3 2022, an estimated $948K.
Access Financial Services first reported a position in BlackRock Science and Technology Term Trust in Q4 2021 and held it in 2 quarters.
Access Financial Services's BlackRock Science and Technology Term Trust position peaked at $1.57M in Q4 2021.
81 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q3 2022.

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