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Belpointe Asset Management’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

Belpointe Asset 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
-2,800
Closed -$52.3K – 950
2023
Q1 		$52.3K Buy
2,800
+2,000
+250% +$35.1K ﹤0.01% 1670
2022
Q4 		$12.5K Buy
+800
New +$13.6K ﹤0.01% 2491

Other funds holding BSTZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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
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
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Belpointe Asset Management's BSTZ Position: Q2 2023 in Review

Belpointe Asset Management sold out of BlackRock Science and Technology Term Trust (BSTZ) in Q2 2023, closing a stake of 2,800 shares — an estimated $52.3K sold.

Belpointe Asset Management first reported a position in BSTZ in Q4 2022 and held it in 2 quarters. The position peaked at $52.3K in Q1 2023. 90 funds tracked by Wall St. Rank hold BSTZ as of Q2 2023.

  • Belpointe Asset Management reported no remaining BlackRock Science and Technology Term Trust position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 2,800 BlackRock Science and Technology Term Trust shares in Q2 2023, an estimated $52.3K.
  • Belpointe Asset Management first reported a position in BlackRock Science and Technology Term Trust in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's BlackRock Science and Technology Term Trust position peaked at $52.3K in Q1 2023.
  • 90 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.