Anchor Investment Management’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

Anchor Investment 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
2023 Q4	–	Sell	-1,750	Closed	-$28.9K	–	964
2023 Q3	$28.9K	Hold	1,750	–	–	﹤0.01%	600
2023 Q2	$31.7K	Hold	1,750	–	–	﹤0.01%	578
2023 Q1	$32.7K	Hold	1,750	–	–	﹤0.01%	597
2022 Q4	$27.4K	Hold	1,750	–	–	﹤0.01%	598
2022 Q3	$30.9K	Hold	1,750	–	–	﹤0.01%	581
2022 Q2	$34.3K	Hold	1,750	–	–	0.01%	585
2022 Q1	$51.4K	Buy	+1,750	New	+$52.2K	0.01%	546

Other funds holding BSTZ

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

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

KIM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

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

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

Anchor Investment Management's BSTZ Position: Q4 2023 in Review

Anchor Investment Management sold out of BlackRock Science and Technology Term Trust (BSTZ) in Q4 2023, closing a stake of 1,750 shares — an estimated $28.9K sold.

Anchor Investment Management first reported a position in BSTZ in Q1 2022 and held it in 7 quarters. The position peaked at $51.4K in Q1 2022. 107 funds tracked by Wall St. Rank hold BSTZ as of Q4 2023.

Anchor Investment Management reported no remaining BlackRock Science and Technology Term Trust position as of Q4 2023 after selling out during the quarter.
Anchor Investment Management sold 1,750 BlackRock Science and Technology Term Trust shares in Q4 2023, an estimated $28.9K.
Anchor Investment Management first reported a position in BlackRock Science and Technology Term Trust in Q1 2022 and held it in 7 quarters.
Anchor Investment Management's BlackRock Science and Technology Term Trust position peaked at $51.4K in Q1 2022.
107 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q4 2023.

Based on Anchor Investment Management's 13F filing for Q4 2023, filed 2 Jan 2024.