Catalyst Private Wealth’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

Catalyst Private Wealth’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
2020 Q4	–	Sell	-303	Closed	-$8K	–	81
2020 Q3	$8K	Buy	+303	New	+$7.57K	0.01%	219

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

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 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

KIM

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Catalyst Private Wealth's BSTZ Position: Q4 2020 in Review

Catalyst Private Wealth sold out of BlackRock Science and Technology Term Trust (BSTZ) in Q4 2020, closing a stake of 303 shares — an estimated $8K sold.

Catalyst Private Wealth first reported a position in BSTZ in Q3 2020 and held it in 1 quarter. The position peaked at $8K in Q3 2020. 72 funds tracked by Wall St. Rank hold BSTZ as of Q4 2020.

Catalyst Private Wealth reported no remaining BlackRock Science and Technology Term Trust position as of Q4 2020 after selling out during the quarter.
Catalyst Private Wealth sold 303 BlackRock Science and Technology Term Trust shares in Q4 2020, an estimated $8K.
Catalyst Private Wealth first reported a position in BlackRock Science and Technology Term Trust in Q3 2020 and held it in 1 quarter.
Catalyst Private Wealth's BlackRock Science and Technology Term Trust position peaked at $8K in Q3 2020.
72 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q4 2020.

Based on Catalyst Private Wealth's 13F filing for Q4 2020, filed 5 Mar 2021.