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

Atlas Wealth’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
2024
Q3 		– Sell
-474,224
Closed -$9.67M – 91
2024
Q2 		$9.67M Buy
+474,224
New +$8.89M 1.14% 26
2023
Q4 		– Sell
-10,312
Closed -$170K – 87
2023
Q3 		$170K Buy
+10,312
New +$182K 0.03% 177

Other funds holding BSTZ

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
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
PCR
Potrero Capital Research San Francisco, California $163M AUM 79.07% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

Atlas Wealth's BSTZ Position: Q3 2024 in Review

Atlas Wealth sold out of BlackRock Science and Technology Term Trust (BSTZ) in Q3 2024, closing a stake of 474,224 shares — an estimated $9.67M sold.

Atlas Wealth first reported a position in BSTZ in Q3 2023 and held it in 2 quarters. The position peaked at $9.67M in Q2 2024. 101 funds tracked by Wall St. Rank hold BSTZ as of Q3 2024.

  • Atlas Wealth reported no remaining BlackRock Science and Technology Term Trust position as of Q3 2024 after selling out during the quarter.
  • Atlas Wealth sold 474,224 BlackRock Science and Technology Term Trust shares in Q3 2024, an estimated $9.67M.
  • Atlas Wealth first reported a position in BlackRock Science and Technology Term Trust in Q3 2023 and held it in 2 quarters.
  • Atlas Wealth's BlackRock Science and Technology Term Trust position peaked at $9.67M in Q2 2024.
  • 101 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q3 2024.

Based on Atlas Wealth's 13F filing for Q3 2024, filed 14 Nov 2024.