CFS Investment Advisory Services’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

CFS Investment Advisory Services’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
2022 Q2	–	Sell	-199,422	Closed	-$7K	–	249
2022 Q1	$7K	Buy	199,422 +192,632	+2,837%	+$5.75M	0.03%	181
2021 Q4	$218K	Buy	6,790 +79	+1%	+$3.15K	0.03%	208
2021 Q3	$259K	Buy	+6,711	New	+$272K	0.04%	186
2020 Q4	$224K	Buy	+6,160	New	+$190K	0.04%	169

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

RJA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

RJFSA

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

KIM

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

CFS Investment Advisory Services's BSTZ Position: Q2 2022 in Review

CFS Investment Advisory Services sold out of BlackRock Science and Technology Term Trust (BSTZ) in Q2 2022, closing a stake of 199,422 shares — an estimated $7K sold.

CFS Investment Advisory Services first reported a position in BSTZ in Q4 2020 and held it in 4 quarters. The position peaked at $259K in Q3 2021. 92 funds tracked by Wall St. Rank hold BSTZ as of Q2 2022.

CFS Investment Advisory Services reported no remaining BlackRock Science and Technology Term Trust position as of Q2 2022 after selling out during the quarter.
CFS Investment Advisory Services sold 199,422 BlackRock Science and Technology Term Trust shares in Q2 2022, an estimated $7K.
CFS Investment Advisory Services first reported a position in BlackRock Science and Technology Term Trust in Q4 2020 and held it in 4 quarters.
CFS Investment Advisory Services's BlackRock Science and Technology Term Trust position peaked at $259K in Q3 2021.
92 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q2 2022.

Based on CFS Investment Advisory Services's 13F filing for Q2 2022, filed 16 Aug 2022.