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

Clearstead 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
2023 Q3	–	Sell	-1,322	Closed	-$23.9K	–	1526
2023 Q2	$23.9K	Hold	1,322	–	–	﹤0.01%	872
2023 Q1	$24.7K	Hold	1,322	–	–	﹤0.01%	809
2022 Q4	$20.7K	Hold	1,322	–	–	﹤0.01%	794
2022 Q3	$23K	Hold	1,322	–	–	﹤0.01%	745
2022 Q2	$26K	Hold	1,322	–	–	﹤0.01%	739
2022 Q1	$39K	Buy	+1,322	New	+$39.4K	﹤0.01%	725

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

KIM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

1CP

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

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

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

RJFSA

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

Clearstead Advisors's BSTZ Position: Q3 2023 in Review

Clearstead Advisors sold out of BlackRock Science and Technology Term Trust (BSTZ) in Q3 2023, closing a stake of 1,322 shares — an estimated $23.9K sold.

Clearstead Advisors first reported a position in BSTZ in Q1 2022 and held it in 6 quarters. The position peaked at $39K in Q1 2022. 104 funds tracked by Wall St. Rank hold BSTZ as of Q3 2023.

Clearstead Advisors reported no remaining BlackRock Science and Technology Term Trust position as of Q3 2023 after selling out during the quarter.
Clearstead Advisors sold 1,322 BlackRock Science and Technology Term Trust shares in Q3 2023, an estimated $23.9K.
Clearstead Advisors first reported a position in BlackRock Science and Technology Term Trust in Q1 2022 and held it in 6 quarters.
Clearstead Advisors's BlackRock Science and Technology Term Trust position peaked at $39K in Q1 2022.
104 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q3 2023.

Based on Clearstead Advisors's 13F filing for Q3 2023, filed 7 Nov 2023.