Claraphi Advisory Network’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

Claraphi Advisory Network’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 Q3	–	Sell	-18,728	Closed	-$367K	–	207
2022 Q2	$367K	Sell	18,728 -614	-3%	-$14.4K	0.13%	169
2022 Q1	$568K	Sell	19,342 -1,329	-6%	-$39.6K	0.16%	135
2021 Q4	$805K	Buy	20,671 +94	+0.5%	+$3.75K	0.28%	83
2021 Q3	$794K	Buy	20,577 +52	+0.3%	+$2.11K	0.28%	78
2021 Q2	$856K	Buy	20,525 +28	+0.1%	+$1.06K	0.26%	83
2021 Q1	$732K	Buy	+20,497	New	+$747K	0.2%	105
2020 Q2	–	Sell	-5,224	Closed	-$87K	–	399
2020 Q1	$87K	Buy	+5,224	New	+$103K	0.04%	360

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

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 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 $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

RJFSA

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

Claraphi Advisory Network's BSTZ Position: Q3 2022 in Review

Claraphi Advisory Network sold out of BlackRock Science and Technology Term Trust (BSTZ) in Q3 2022, closing a stake of 18,728 shares — an estimated $367K sold.

Claraphi Advisory Network first reported a position in BSTZ in Q1 2020 and held it in 7 quarters. The position peaked at $856K in Q2 2021. 81 funds tracked by Wall St. Rank hold BSTZ as of Q3 2022.

Claraphi Advisory Network reported no remaining BlackRock Science and Technology Term Trust position as of Q3 2022 after selling out during the quarter.
Claraphi Advisory Network sold 18,728 BlackRock Science and Technology Term Trust shares in Q3 2022, an estimated $367K.
Claraphi Advisory Network first reported a position in BlackRock Science and Technology Term Trust in Q1 2020 and held it in 7 quarters.
Claraphi Advisory Network's BlackRock Science and Technology Term Trust position peaked at $856K in Q2 2021.
81 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q3 2022.

Based on Claraphi Advisory Network's 13F filing for Q3 2022, filed 15 Nov 2022.