BFA
BTX

BBJS Financial Advisors’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

BBJS Financial Advisors’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
2024
Q3 		$3.77K Hold
500
– – ﹤0.01% 131
2024
Q2 		$3.62K Hold
500
– – ﹤0.01% 153
2024
Q1 		$4.07K Buy
+500
New +$3.88K ﹤0.01% 117

Other funds holding BTX

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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

BBJS Financial Advisors's BTX Position: Q3 2024 in Review

BBJS Financial Advisors held its BlackRock Technology and Private Equity Term Trust (BTX) position steady in Q3 2024 at 500 shares worth $3.77K. The position accounts for ﹤0.01% of the portfolio, ranked #131.

BBJS Financial Advisors first reported a position in BTX in Q1 2024 and has held it in 3 quarters since. The position peaked at $4.07K in Q1 2024. 112 funds tracked by Wall St. Rank hold BTX as of Q3 2024.

  • BBJS Financial Advisors held 500 shares of BlackRock Technology and Private Equity Term Trust worth $3.77K as of Q3 2024.
  • BBJS Financial Advisors left its BlackRock Technology and Private Equity Term Trust share count unchanged in Q3 2024.
  • BlackRock Technology and Private Equity Term Trust made up ﹤0.01% of BBJS Financial Advisors's portfolio in Q3 2024, its #131 holding.
  • BBJS Financial Advisors first reported a position in BlackRock Technology and Private Equity Term Trust in Q1 2024 and has held it in 3 quarters since.
  • BBJS Financial Advisors's BlackRock Technology and Private Equity Term Trust position peaked at $4.07K in Q1 2024.
  • 112 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.