BRWM
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B. Riley Wealth Management’s BlackRock Science and Technology Trust BST Stock Holding History

B. Riley Wealth Management’s Portfolio BST Stock Details BST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$230 Buy
+7,066
New +$262K ﹤0.01% 614
2020
Q4 		– Sell
-11,859
Closed -$504K – 399
2020
Q3 		$504K Buy
+11,859
New +$479K 0.06% 227
2020
Q2 		– Sell
-7,465
Closed -$212K – 442
2020
Q1 		$212K Buy
+7,465
New +$240K 0.02% 423

Other funds holding BST

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
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

B. Riley Wealth Management's BST Position: Q2 2022 in Review

B. Riley Wealth Management opened a new position in BlackRock Science and Technology Trust (BST) in Q2 2022: 7,066 shares worth $230. The stake represents ﹤0.01% of the portfolio and ranks #614 among its holdings. This is a return to the name: B. Riley Wealth Management previously reported a position in BST as recently as Q3 2020.

B. Riley Wealth Management first reported a position in BST in Q1 2020 and has held it in 3 quarters since. The position peaked at $504K in Q3 2020. 98 funds tracked by Wall St. Rank hold BST as of Q2 2022.

  • B. Riley Wealth Management held 7,066 shares of BlackRock Science and Technology Trust worth $230 as of Q2 2022.
  • BlackRock Science and Technology Trust was a new B. Riley Wealth Management position in Q2 2022.
  • BlackRock Science and Technology Trust made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #614 holding.
  • B. Riley Wealth Management first reported a position in BlackRock Science and Technology Trust in Q1 2020 and has held it in 3 quarters since.
  • B. Riley Wealth Management's BlackRock Science and Technology Trust position peaked at $504K in Q3 2020.
  • 98 funds tracked by Wall St. Rank held BlackRock Science and Technology Trust as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.