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
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 $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

AWA

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

CFS Investment Advisory Services's BSTZ Position: Q4 2021 in Review

CFS Investment Advisory Services increased its BlackRock Science and Technology Term Trust (BSTZ) stake by 1.2% in Q4 2021, buying an estimated $3.15K and bringing the position to 6,790 shares worth $218K. The position accounts for 0.03% of the portfolio, ranked #208.

CFS Investment Advisory Services first reported a position in BSTZ in Q4 2020 and has held it in 3 quarters since. The position peaked at $259K in Q3 2021. 109 funds tracked by Wall St. Rank hold BSTZ as of Q4 2021.

CFS Investment Advisory Services held 6,790 shares of BlackRock Science and Technology Term Trust worth $218K as of Q4 2021.
CFS Investment Advisory Services bought 79 BlackRock Science and Technology Term Trust shares in Q4 2021, an estimated $3.15K.
BlackRock Science and Technology Term Trust made up 0.03% of CFS Investment Advisory Services's portfolio in Q4 2021, its #208 holding.
CFS Investment Advisory Services first reported a position in BlackRock Science and Technology Term Trust in Q4 2020 and has held it in 3 quarters since.
CFS Investment Advisory Services's BlackRock Science and Technology Term Trust position peaked at $259K in Q3 2021.
109 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q4 2021.

Based on CFS Investment Advisory Services's 13F filing for Q4 2021, filed 14 Feb 2022.