B. Riley Wealth Management’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

B. Riley Wealth Management’s Portfolio BTX Stock Details BTX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$409	Buy	51,548 +49	+0.1%	+$440	﹤0.01%	464
2022 Q1	$587K	Sell	51,499 -2,614	-5%	-$32.9K	0.05%	303
2021 Q4	$787K	Buy	54,113 +7,495	+16%	+$124K	0.05%	265
2021 Q3	$844K	Buy	46,618 +2,053	+5%	+$39.9K	0.06%	246
2021 Q2	$905K	Sell	44,565 -5,935	-12%	-$124K	0.1%	174
2021 Q1	$1.02M	Buy	+50,500	New	+$1.02M	0.12%	150

Other funds holding BTX

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

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

RCM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

RJA

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

Quantedge Capital Singapore $183M AUM 37.27% 1-Year Est. Return

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

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 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 BTX Position: Q2 2022 in Review

B. Riley Wealth Management increased its BlackRock Technology and Private Equity Term Trust (BTX) stake by 0.1% in Q2 2022, buying an estimated $440 and bringing the position to 51,548 shares worth $409. The position accounts for ﹤0.01% of the portfolio, ranked #464.

B. Riley Wealth Management first reported a position in BTX in Q1 2021 and has held it in 6 quarters since. The position peaked at $1.02M in Q1 2021. 92 funds tracked by Wall St. Rank hold BTX as of Q2 2022.

B. Riley Wealth Management held 51,548 shares of BlackRock Technology and Private Equity Term Trust worth $409 as of Q2 2022.
B. Riley Wealth Management bought 49 BlackRock Technology and Private Equity Term Trust shares in Q2 2022, an estimated $440.
BlackRock Technology and Private Equity Term Trust made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #464 holding.
B. Riley Wealth Management first reported a position in BlackRock Technology and Private Equity Term Trust in Q1 2021 and has held it in 6 quarters since.
B. Riley Wealth Management's BlackRock Technology and Private Equity Term Trust position peaked at $1.02M in Q1 2021.
92 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q2 2022.

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