Beaird Harris Wealth Management’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

Beaird Harris 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
2023 Q2	–	Sell	-100	Closed	-$1.87K	–	476
2023 Q1	$1.87K	Hold	100	–	–	﹤0.01%	380
2022 Q4	$1.56K	Hold	100	–	–	﹤0.01%	609
2022 Q3	$2K	Hold	100	–	–	﹤0.01%	393
2022 Q2	$2K	Hold	100	–	–	﹤0.01%	343
2022 Q1	$3K	Hold	100	–	–	﹤0.01%	477
2021 Q4	$4K	Buy	+100	New	+$3.99K	﹤0.01%	488

Other funds holding BSTZ

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KIM

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

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

RJA

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

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

1CP

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

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

RJFSA

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

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

Beaird Harris Wealth Management's BSTZ Position: Q2 2023 in Review

Beaird Harris Wealth Management sold out of BlackRock Science and Technology Term Trust (BSTZ) in Q2 2023, closing a stake of 100 shares — an estimated $1.87K sold.

Beaird Harris Wealth Management first reported a position in BSTZ in Q4 2021 and held it in 6 quarters. The position peaked at $4K in Q4 2021. 90 funds tracked by Wall St. Rank hold BSTZ as of Q2 2023.

Beaird Harris Wealth Management reported no remaining BlackRock Science and Technology Term Trust position as of Q2 2023 after selling out during the quarter.
Beaird Harris Wealth Management sold 100 BlackRock Science and Technology Term Trust shares in Q2 2023, an estimated $1.87K.
Beaird Harris Wealth Management first reported a position in BlackRock Science and Technology Term Trust in Q4 2021 and held it in 6 quarters.
Beaird Harris Wealth Management's BlackRock Science and Technology Term Trust position peaked at $4K in Q4 2021.
90 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q2 2023.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2023, filed 26 Jul 2023.