Baystate Wealth Management’s BlackRock Science and Technology Trust BST Stock Holding History

Baystate 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
2023 Q4	$17.1K	Buy	+507	New	+$16.7K	﹤0.01%	596
2021 Q1	–	Sell	-201	Closed	-$11K	–	733
2020 Q4	$11K	Buy	201 +26	+15%	+$1.22K	﹤0.01%	416
2020 Q3	$7K	Buy	175 +3	+2%	+$121	﹤0.01%	424
2020 Q2	$6K	Buy	+172	New	+$5.81K	﹤0.01%	433
2018 Q2	–	Sell	-305	Closed	-$9K	–	694
2018 Q1	$9K	Hold	305	–	–	﹤0.01%	367
2017 Q4	$9K	Buy	+305	New	+$7.9K	﹤0.01%	378

Other funds holding BST

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

RJFSA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Baystate Wealth Management's BST Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in BlackRock Science and Technology Trust (BST) in Q4 2023: 507 shares worth $17.1K. The stake represents ﹤0.01% of the portfolio and ranks #596 among its holdings. This is a return to the name: Baystate Wealth Management previously reported a position in BST as recently as Q4 2020.

Baystate Wealth Management first reported a position in BST in Q4 2017 and has held it in 6 quarters since. 108 funds tracked by Wall St. Rank hold BST as of Q4 2023.

Baystate Wealth Management held 507 shares of BlackRock Science and Technology Trust worth $17.1K as of Q4 2023.
BlackRock Science and Technology Trust was a new Baystate Wealth Management position in Q4 2023.
BlackRock Science and Technology Trust made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #596 holding.
Baystate Wealth Management first reported a position in BlackRock Science and Technology Trust in Q4 2017 and has held it in 6 quarters since.
108 funds tracked by Wall St. Rank held BlackRock Science and Technology Trust as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.