B. Riley Wealth Management’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

B. Riley Wealth 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
2022 Q2	$233K	Buy	11,905 +4,919	+70%	+$115K	0.02%	512
2022 Q1	$205K	Sell	6,986 -30,297	-81%	-$904K	0.02%	554
2021 Q4	$1.45M	Sell	37,283 -13,293	-26%	-$530K	0.1%	184
2021 Q3	$1.95M	Buy	50,576 +1	+0%	+$41	0.15%	138
2021 Q2	$2.11M	Buy	50,575 +4,501	+10%	+$171K	0.23%	99
2021 Q1	$1.64M	Sell	46,074 -8,499	-16%	-$310K	0.19%	111
2020 Q4	$1.98M	Sell	54,573 -10,218	-16%	-$315K	0.26%	91
2020 Q3	$1.66M	Buy	64,791 +27,691	+75%	+$692K	0.2%	106
2020 Q2	$841K	Buy	37,100 +8,210	+28%	+$167K	0.09%	178
2020 Q1	$482K	Buy	28,890 +17,840	+161%	+$350K	0.05%	270
2019 Q4	$227K	Buy	+11,050	New	+$221K	0.03%	340

Other funds holding BSTZ

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

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

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.34B AUM 3.39% 1-Year Est. Return

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

B. Riley Wealth Management increased its BlackRock Science and Technology Term Trust (BSTZ) stake by 70% in Q2 2022, buying an estimated $115K and bringing the position to 11,905 shares worth $233K. The position accounts for 0.02% of the portfolio, ranked #512.

B. Riley Wealth Management first reported a position in BSTZ in Q4 2019 and has held it in 11 quarters since. The position peaked at $2.11M in Q2 2021. 92 funds tracked by Wall St. Rank hold BSTZ as of Q2 2022.

B. Riley Wealth Management held 11,905 shares of BlackRock Science and Technology Term Trust worth $233K as of Q2 2022.
B. Riley Wealth Management bought 4,919 BlackRock Science and Technology Term Trust shares in Q2 2022, an estimated $115K.
BlackRock Science and Technology Term Trust made up 0.02% of B. Riley Wealth Management's portfolio in Q2 2022, its #512 holding.
B. Riley Wealth Management first reported a position in BlackRock Science and Technology Term Trust in Q4 2019 and has held it in 11 quarters since.
B. Riley Wealth Management's BlackRock Science and Technology Term Trust position peaked at $2.11M in Q2 2021.
92 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q2 2022.

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