CFFP
BTX

Center for Financial Planning’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

Center for Financial Planning’s Portfolio BTX Stock Details BTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-600
Closed -$4.34K – 610
2024
Q2 		$4.34K Hold
600
– – ﹤0.01% 462
2024
Q1 		$4.88K Buy
+600
New +$4.65K ﹤0.01% 476

Other funds holding BTX

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SC
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Center for Financial Planning's BTX Position: Q3 2024 in Review

Center for Financial Planning sold out of BlackRock Technology and Private Equity Term Trust (BTX) in Q3 2024, closing a stake of 600 shares — an estimated $4.34K sold.

Center for Financial Planning first reported a position in BTX in Q1 2024 and held it in 2 quarters. The position peaked at $4.88K in Q1 2024. 112 funds tracked by Wall St. Rank hold BTX as of Q3 2024.

  • Center for Financial Planning reported no remaining BlackRock Technology and Private Equity Term Trust position as of Q3 2024 after selling out during the quarter.
  • Center for Financial Planning sold 600 BlackRock Technology and Private Equity Term Trust shares in Q3 2024, an estimated $4.34K.
  • Center for Financial Planning first reported a position in BlackRock Technology and Private Equity Term Trust in Q1 2024 and held it in 2 quarters.
  • Center for Financial Planning's BlackRock Technology and Private Equity Term Trust position peaked at $4.88K in Q1 2024.
  • 112 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q3 2024.

Based on Center for Financial Planning's 13F filing for Q3 2024, filed 16 Oct 2024.