Arkadios Wealth Advisors’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

Arkadios Wealth Advisors’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
2021 Q4	–	Sell	-100	Closed	-$3K	–	736
2021 Q3	$3K	Buy	+100	New	+$4.06K	﹤0.01%	1694

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

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

RJA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Arkadios Wealth Advisors's BSTZ Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of BlackRock Science and Technology Term Trust (BSTZ) in Q4 2021, closing a stake of 100 shares — an estimated $3K sold.

Arkadios Wealth Advisors first reported a position in BSTZ in Q3 2021 and held it in 1 quarter. The position peaked at $3K in Q3 2021. 110 funds tracked by Wall St. Rank hold BSTZ as of Q4 2021.

Arkadios Wealth Advisors reported no remaining BlackRock Science and Technology Term Trust position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 100 BlackRock Science and Technology Term Trust shares in Q4 2021, an estimated $3K.
Arkadios Wealth Advisors first reported a position in BlackRock Science and Technology Term Trust in Q3 2021 and held it in 1 quarter.
Arkadios Wealth Advisors's BlackRock Science and Technology Term Trust position peaked at $3K in Q3 2021.
110 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.