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Coordinated Financial Services’s BlackRock Science and Technology Trust BST Stock Holding History

Coordinated Financial Services’s Portfolio BST Stock Details BST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$232K Sell
6,165
-191
-3% -$6.89K 0.2% 114
2024
Q1 		$235K Buy
+6,356
New +$229K 0.2% 117

Other funds holding BST

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Coordinated Financial Services's BST Position: Q2 2024 in Review

Coordinated Financial Services reduced its BlackRock Science and Technology Trust (BST) stake by 3% in Q2 2024, selling an estimated $6.89K and leaving 6,165 shares worth $232K. The position accounts for 0.2% of the portfolio, ranked #114.

Coordinated Financial Services first reported a position in BST in Q1 2024 and has held it in 2 quarters since. The position peaked at $235K in Q1 2024. 110 funds tracked by Wall St. Rank hold BST as of Q2 2024.

  • Coordinated Financial Services held 6,165 shares of BlackRock Science and Technology Trust worth $232K as of Q2 2024.
  • Coordinated Financial Services sold 191 BlackRock Science and Technology Trust shares in Q2 2024, an estimated $6.89K.
  • BlackRock Science and Technology Trust made up 0.2% of Coordinated Financial Services's portfolio in Q2 2024, its #114 holding.
  • Coordinated Financial Services first reported a position in BlackRock Science and Technology Trust in Q1 2024 and has held it in 2 quarters since.
  • Coordinated Financial Services's BlackRock Science and Technology Trust position peaked at $235K in Q1 2024.
  • 110 funds tracked by Wall St. Rank held BlackRock Science and Technology Trust as of Q2 2024.

Based on Coordinated Financial Services's 13F filing for Q2 2024, filed 22 Jul 2024.