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Bartlett & Co Wealth Management’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

Bartlett & Co 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
2024
Q2 		– Sell
-67
Closed -$1.3K – 1142
2024
Q1 		$1.3K Buy
+67
New +$1.2K ﹤0.01% 1061

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
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

Bartlett & Co Wealth Management's BSTZ Position: Q2 2024 in Review

Bartlett & Co Wealth Management sold out of BlackRock Science and Technology Term Trust (BSTZ) in Q2 2024, closing a stake of 67 shares — an estimated $1.3K sold.

Bartlett & Co Wealth Management first reported a position in BSTZ in Q1 2024 and held it in 1 quarter. The position peaked at $1.3K in Q1 2024. 98 funds tracked by Wall St. Rank hold BSTZ as of Q2 2024.

  • Bartlett & Co Wealth Management reported no remaining BlackRock Science and Technology Term Trust position as of Q2 2024 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 67 BlackRock Science and Technology Term Trust shares in Q2 2024, an estimated $1.3K.
  • Bartlett & Co Wealth Management first reported a position in BlackRock Science and Technology Term Trust in Q1 2024 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's BlackRock Science and Technology Term Trust position peaked at $1.3K in Q1 2024.
  • 98 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q2 2024.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2024, filed 12 Jul 2024.