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Claro Advisors’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

Claro Advisors’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
2024
Q4 		– Sell
-15,092
Closed -$290K – 497
2024
Q3 		$290K Sell
15,092
-34,391
-70% -$657K 0.04% 390
2024
Q2 		$985K Sell
49,483
-39,613
-44% -$743K 0.15% 127
2024
Q1 		$1.73M Sell
89,096
-6,552
-7% -$118K 0.3% 64
2023
Q4 		$1.6M Buy
95,648
+12,403
+15% +$201K 0.35% 57
2023
Q3 		$1.37M Buy
83,245
+503
+0.6% +$8.89K 0.34% 64
2023
Q2 		$1.5M Buy
82,742
+104
+0.1% +$1.79K 0.37% 55
2023
Q1 		$1.54M Buy
82,638
+3,790
+5% +$66.5K 0.45% 47
2022
Q4 		$1.23M Buy
78,848
+8,231
+12% +$140K 0.4% 58
2022
Q3 		$1.38M Hold
70,617
– – 0.55% 40
2022
Q2 		$1.38M Buy
70,617
+14,298
+25% +$335K 0.55% 40
2022
Q1 		$2.19M Hold
56,319
– – 0.79% 26
2021
Q4 		$2.19M Buy
56,319
+2,410
+4% +$96.1K 0.79% 26
2021
Q3 		$2.08M Buy
53,909
+1,278
+2% +$51.8K 0.87% 21
2021
Q2 		$2.19M Buy
52,631
+2,399
+5% +$90.9K 0.99% 17
2021
Q1 		$1.79M Buy
50,232
+3,957
+9% +$144K 0.91% 24
2020
Q4 		$1.68M Buy
46,275
+1,587
+4% +$48.9K 0.89% 23
2020
Q3 		$1.15M Buy
44,688
+4,279
+11% +$107K 0.73% 28
2020
Q2 		$916K Buy
40,409
+11,717
+41% +$238K 0.63% 33
2020
Q1 		$479K Buy
+28,692
New +$563K 0.45% 68

Other funds holding BSTZ

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
PCR
Potrero Capital Research San Francisco, California $163M AUM 79.07% 1-Year Est. Return

Claro Advisors's BSTZ Position: Q4 2024 in Review

Claro Advisors sold out of BlackRock Science and Technology Term Trust (BSTZ) in Q4 2024, closing a stake of 15,092 shares — an estimated $290K sold.

Claro Advisors first reported a position in BSTZ in Q1 2020 and held it in 19 quarters. The position peaked at $2.19M in Q2 2021. 110 funds tracked by Wall St. Rank hold BSTZ as of Q4 2024.

  • Claro Advisors reported no remaining BlackRock Science and Technology Term Trust position as of Q4 2024 after selling out during the quarter.
  • Claro Advisors sold 15,092 BlackRock Science and Technology Term Trust shares in Q4 2024, an estimated $290K.
  • Claro Advisors first reported a position in BlackRock Science and Technology Term Trust in Q1 2020 and held it in 19 quarters.
  • Claro Advisors's BlackRock Science and Technology Term Trust position peaked at $2.19M in Q2 2021.
  • 110 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q4 2024.

Based on Claro Advisors's 13F filing for Q4 2024, filed 13 Jan 2025.