Buckingham Strategic Wealth’s BlackRock Science and Technology Trust BST Stock Holding History

Buckingham Strategic Wealth’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
2022 Q2	–	Sell	-5,839	Closed	-$253K	–	616
2022 Q1	$253K	Buy	5,839 +149	+3%	+$6.59K	0.01%	511
2021 Q4	$284K	Hold	5,690	–	–	0.01%	489
2021 Q3	$297K	Buy	5,690 +130	+2%	+$7.03K	0.01%	468
2021 Q2	$331K	Buy	5,560 +333	+6%	+$19K	0.01%	446
2021 Q1	$279K	Buy	+5,227	New	+$284K	0.01%	451

Other funds holding BST

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

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

RJFSA

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

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

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

RJA

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Buckingham Strategic Wealth's BST Position: Q2 2022 in Review

Buckingham Strategic Wealth sold out of BlackRock Science and Technology Trust (BST) in Q2 2022, closing a stake of 5,839 shares — an estimated $253K sold.

Buckingham Strategic Wealth first reported a position in BST in Q1 2021 and held it in 5 quarters. The position peaked at $331K in Q2 2021. 98 funds tracked by Wall St. Rank hold BST as of Q2 2022.

Buckingham Strategic Wealth reported no remaining BlackRock Science and Technology Trust position as of Q2 2022 after selling out during the quarter.
Buckingham Strategic Wealth sold 5,839 BlackRock Science and Technology Trust shares in Q2 2022, an estimated $253K.
Buckingham Strategic Wealth first reported a position in BlackRock Science and Technology Trust in Q1 2021 and held it in 5 quarters.
Buckingham Strategic Wealth's BlackRock Science and Technology Trust position peaked at $331K in Q2 2021.
98 funds tracked by Wall St. Rank held BlackRock Science and Technology Trust as of Q2 2022.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2022, filed 12 Aug 2022.