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Capstone Financial Advisors’s BlackRock Science and Technology Trust BST Stock Holding History

Capstone Financial 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
2021
Q2 		– Sell
-4,048
Closed -$216K – 141
2021
Q1 		$216K Hold
4,048
– – 0.02% 108
2020
Q4 		$213K Buy
+4,048
New +$190K 0.02% 104

Other funds holding BST

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
22CM
20/20 Capital Management Costa Mesa, California $386M AUM 30.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capstone Financial Advisors's BST Position: Q2 2021 in Review

Capstone Financial Advisors sold out of BlackRock Science and Technology Trust (BST) in Q2 2021, closing a stake of 4,048 shares — an estimated $216K sold.

Capstone Financial Advisors first reported a position in BST in Q4 2020 and held it in 2 quarters. The position peaked at $216K in Q1 2021. 109 funds tracked by Wall St. Rank hold BST as of Q2 2021.

  • Capstone Financial Advisors reported no remaining BlackRock Science and Technology Trust position as of Q2 2021 after selling out during the quarter.
  • Capstone Financial Advisors sold 4,048 BlackRock Science and Technology Trust shares in Q2 2021, an estimated $216K.
  • Capstone Financial Advisors first reported a position in BlackRock Science and Technology Trust in Q4 2020 and held it in 2 quarters.
  • Capstone Financial Advisors's BlackRock Science and Technology Trust position peaked at $216K in Q1 2021.
  • 109 funds tracked by Wall St. Rank held BlackRock Science and Technology Trust as of Q2 2021.

Based on Capstone Financial Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.