CAPTRUST Financial Advisors
BTEK

CAPTRUST Financial Advisors’s BlackRock Future Tech ETF BTEK Stock Holding History

CAPTRUST Financial Advisors’s Portfolio BTEK Stock Details BTEK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-10
Closed – – 4268
2022
Q2 		$0 Hold
10
– – ﹤0.01% 5194
2022
Q1 		$0 Hold
10
– – ﹤0.01% 5190
2021
Q4 		$0 Hold
10
– – ﹤0.01% 4959
2021
Q3 		$0 Hold
10
– – ﹤0.01% 4794
2021
Q2 		$0 Hold
10
– – ﹤0.01% 4685
2021
Q1 		$0 Hold
10
– – ﹤0.01% 4498
2020
Q4 		$0 Buy
+10
New +$297 ﹤0.01% 3541

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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
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
BBPWM
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

CAPTRUST Financial Advisors's BTEK Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of BlackRock Future Tech ETF (BTEK) in Q3 2022, closing a stake of 10 shares.

CAPTRUST Financial Advisors first reported a position in BTEK in Q4 2020 and held it in 7 quarters. The position peaked at $0 in Q2 2022. 10 funds tracked by Wall St. Rank hold BTEK as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining BlackRock Future Tech ETF position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 10 BlackRock Future Tech ETF shares in Q3 2022.
  • CAPTRUST Financial Advisors first reported a position in BlackRock Future Tech ETF in Q4 2020 and held it in 7 quarters.
  • CAPTRUST Financial Advisors's BlackRock Future Tech ETF position peaked at $0 in Q2 2022.
  • 10 funds tracked by Wall St. Rank held BlackRock Future Tech ETF as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.