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Advanced Research Investment Solutions’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

Advanced Research Investment Solutions’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
Q4 		– Sell
-525
Closed -$9K – 43
2022
Q3 		$9K Buy
+525
New +$10.8K 0.01% 132

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KIM
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
QC
Quantedge Capital Singapore $183M AUM 37.27% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advanced Research Investment Solutions's BSTZ Position: Q4 2022 in Review

Advanced Research Investment Solutions sold out of BlackRock Science and Technology Term Trust (BSTZ) in Q4 2022, closing a stake of 525 shares — an estimated $9K sold.

Advanced Research Investment Solutions first reported a position in BSTZ in Q3 2022 and held it in 1 quarter. The position peaked at $9K in Q3 2022. 104 funds tracked by Wall St. Rank hold BSTZ as of Q4 2022.

  • Advanced Research Investment Solutions reported no remaining BlackRock Science and Technology Term Trust position as of Q4 2022 after selling out during the quarter.
  • Advanced Research Investment Solutions sold 525 BlackRock Science and Technology Term Trust shares in Q4 2022, an estimated $9K.
  • Advanced Research Investment Solutions first reported a position in BlackRock Science and Technology Term Trust in Q3 2022 and held it in 1 quarter.
  • Advanced Research Investment Solutions's BlackRock Science and Technology Term Trust position peaked at $9K in Q3 2022.
  • 104 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q4 2022.

Based on Advanced Research Investment Solutions's 13F filing for Q4 2022, filed 10 Feb 2023.