BWM
BTX

Baystate Wealth Management’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

Baystate 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
2023
Q4 		$2.23K Buy
+303
New +$2.13K ﹤0.01% 1043

Other funds holding BTX

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Baystate Wealth Management opened a new position in BlackRock Technology and Private Equity Term Trust (BTX) in Q4 2023: 303 shares worth $2.23K. The stake represents ﹤0.01% of the portfolio and ranks #1043 among its holdings.

117 funds tracked by Wall St. Rank hold BTX as of Q4 2023.

  • Baystate Wealth Management held 303 shares of BlackRock Technology and Private Equity Term Trust worth $2.23K as of Q4 2023.
  • BlackRock Technology and Private Equity Term Trust was a new Baystate Wealth Management position in Q4 2023.
  • BlackRock Technology and Private Equity Term Trust made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1043 holding.
  • 117 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q4 2023.

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