Baird Financial Group
BTX

Baird Financial Group’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

Baird Financial Group’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
2025
Q1 		– Sell
-80,652
Closed -$600K – 1839
2024
Q4 		$600K Sell
80,652
-6,100
-7% -$46.9K ﹤0.01% 1329
2024
Q3 		$655K Buy
86,752
+2,686
+3% +$19.7K ﹤0.01% 1290
2024
Q2 		$608K Buy
84,066
+544
+0.7% +$4.02K ﹤0.01% 1318
2024
Q1 		$680K Hold
83,522
– – ﹤0.01% 1280
2023
Q4 		$612K Buy
83,522
+3,195
+4% +$22.4K ﹤0.01% 1294
2023
Q3 		$559K Buy
80,327
+769
+1% +$5.87K ﹤0.01% 1296
2023
Q2 		$625K Buy
79,558
+3,596
+5% +$27.2K ﹤0.01% 1259
2023
Q1 		$610K Sell
75,962
-3,282
-4% -$24.4K ﹤0.01% 1252
2022
Q4 		$540K Buy
79,244
+12,312
+18% +$87.8K ﹤0.01% 1271
2022
Q3 		$487K Buy
+66,932
New +$560K ﹤0.01% 1296

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SIA
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Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
SC
Sessa Capital New York $5.26B AUM 47.23% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return