Advisors Asset Management’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

Advisors Asset Management’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	-41,754	Closed	-$818K	–	1471
2022 Q2	$818K	Sell	41,754 -1,200	-3%	-$28.1K	0.02%	811
2022 Q1	$1.26M	Sell	42,954 -653	-1%	-$19.5K	0.02%	741
2021 Q4	$1.7M	Buy	43,607 +12	+0%	+$479	0.02%	665
2021 Q3	$1.68M	Sell	43,595 -440	-1%	-$17.9K	0.03%	642
2021 Q2	$1.84M	Sell	44,035 -450	-1%	-$17.1K	0.03%	622
2021 Q1	$1.59M	Buy	44,485 +11,574	+35%	+$422K	0.02%	671
2020 Q4	$1.2M	Buy	32,911 +19,408	+144%	+$598K	0.02%	720
2020 Q3	$346K	Buy	+13,503	New	+$337K	0.01%	1027

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

Advisors Asset Management's BSTZ Position: Q3 2022 in Review

Advisors Asset Management sold out of BlackRock Science and Technology Term Trust (BSTZ) in Q3 2022, closing a stake of 41,754 shares — an estimated $818K sold.

Advisors Asset Management first reported a position in BSTZ in Q3 2020 and held it in 8 quarters. The position peaked at $1.84M in Q2 2021. 81 funds tracked by Wall St. Rank hold BSTZ as of Q3 2022.

Advisors Asset Management reported no remaining BlackRock Science and Technology Term Trust position as of Q3 2022 after selling out during the quarter.
Advisors Asset Management sold 41,754 BlackRock Science and Technology Term Trust shares in Q3 2022, an estimated $818K.
Advisors Asset Management first reported a position in BlackRock Science and Technology Term Trust in Q3 2020 and held it in 8 quarters.
Advisors Asset Management's BlackRock Science and Technology Term Trust position peaked at $1.84M in Q2 2021.
81 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q3 2022.

Based on Advisors Asset Management's 13F filing for Q3 2022, filed 8 Nov 2022.