Ahrens Investment Partners’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

Ahrens Investment Partners’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
2023 Q1	$14K	Buy	+750	New	+$13.2K	0.01%	541
2022 Q3	–	Sell	-5,800	Closed	-$114K	–	262
2022 Q2	$114K	Sell	5,800 -4,700	-45%	-$110K	0.05%	211
2022 Q1	$308K	Sell	10,500 -12,255	-54%	-$366K	0.1%	144
2021 Q4	$886K	Sell	22,755 -6,460	-22%	-$258K	0.39%	59
2021 Q3	$1.13M	Sell	29,215 -400	-1%	-$16.2K	0.54%	47
2021 Q2	$1.24M	Buy	29,615 +835	+3%	+$31.7K	0.57%	43
2021 Q1	$1.03M	Sell	28,780 -20,220	-41%	-$737K	0.52%	52
2020 Q4	$1.78M	Buy	49,000 +24,200	+98%	+$746K	0.96%	27
2020 Q3	$636K	Sell	24,800 -22,300	-47%	-$557K	0.42%	59
2020 Q2	$1.07M	Buy	+47,100	New	+$956K	0.65%	41

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

RJFSA

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

Quantedge Capital Singapore $183M AUM 37.27% 1-Year Est. Return

Ahrens Investment Partners's BSTZ Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in BlackRock Science and Technology Term Trust (BSTZ) in Q1 2023: 750 shares worth $14K. The stake represents 0.01% of the portfolio and ranks #541 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in BSTZ as recently as Q2 2022.

Ahrens Investment Partners first reported a position in BSTZ in Q2 2020 and has held it in 10 quarters since. The position peaked at $1.78M in Q4 2020. 94 funds tracked by Wall St. Rank hold BSTZ as of Q1 2023.

Ahrens Investment Partners held 750 shares of BlackRock Science and Technology Term Trust worth $14K as of Q1 2023.
BlackRock Science and Technology Term Trust was a new Ahrens Investment Partners position in Q1 2023.
BlackRock Science and Technology Term Trust made up 0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #541 holding.
Ahrens Investment Partners first reported a position in BlackRock Science and Technology Term Trust in Q2 2020 and has held it in 10 quarters since.
Ahrens Investment Partners's BlackRock Science and Technology Term Trust position peaked at $1.78M in Q4 2020.
94 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.