Beacon Pointe Advisors’s BlackRock Science and Technology Trust BST Stock Holding History

Beacon Pointe Advisors’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
2024 Q4	–	Sell	-6,400	Closed	-$227K	–	1212
2024 Q3	$227K	Hold	6,400	–	–	﹤0.01%	1116
2024 Q2	$241K	Hold	6,400	–	–	﹤0.01%	1127
2024 Q1	$236K	Sell	6,400 -300	-4%	-$10.8K	﹤0.01%	1193
2023 Q4	$226K	Hold	6,700	–	–	﹤0.01%	1176
2023 Q3	$210K	Hold	6,700	–	–	﹤0.01%	1209
2023 Q2	$231K	Hold	6,700	–	–	﹤0.01%	970
2023 Q1	$217K	Buy	+6,700	New	+$213K	﹤0.01%	1035
2022 Q4	–	Sell	-12,200	Closed	-$357K	–	1066
2022 Q3	$357K	Sell	12,200 -27	-0.2%	-$935	0.01%	744
2022 Q2	$400K	Sell	12,227 -3,273	-21%	-$122K	0.01%	724
2022 Q1	$671K	Hold	15,500	–	–	0.01%	725
2021 Q4	$775K	Hold	15,500	–	–	0.02%	440
2021 Q3	$808K	Buy	+15,500	New	+$838K	0.02%	444

Other funds holding BST

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

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

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

Beacon Pointe Advisors's BST Position: Q4 2024 in Review

Beacon Pointe Advisors sold out of BlackRock Science and Technology Trust (BST) in Q4 2024, closing a stake of 6,400 shares — an estimated $227K sold.

Beacon Pointe Advisors first reported a position in BST in Q3 2021 and held it in 12 quarters. The position peaked at $808K in Q3 2021. 120 funds tracked by Wall St. Rank hold BST as of Q4 2024.

Beacon Pointe Advisors reported no remaining BlackRock Science and Technology Trust position as of Q4 2024 after selling out during the quarter.
Beacon Pointe Advisors sold 6,400 BlackRock Science and Technology Trust shares in Q4 2024, an estimated $227K.
Beacon Pointe Advisors first reported a position in BlackRock Science and Technology Trust in Q3 2021 and held it in 12 quarters.
Beacon Pointe Advisors's BlackRock Science and Technology Trust position peaked at $808K in Q3 2021.
120 funds tracked by Wall St. Rank held BlackRock Science and Technology Trust as of Q4 2024.

Based on Beacon Pointe Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.