Coppell Advisory Solutions’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

Coppell Advisory Solutions’s Portfolio BTX Stock Details BTX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-434	Closed	-$3.23K	–	1951
2024 Q4	$3.23K	Buy	+434	New	+$3.34K	﹤0.01%	1438
2023 Q4	$3.73K	Buy	+509	New	+$3.58K	﹤0.01%	1173
2023 Q3	–	Sell	-509	Closed	-$3.95K	–	1590
2023 Q2	$3.95K	Buy	+509	New	+$3.85K	﹤0.01%	896

Other funds holding BTX

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return

AIA

Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return

Coppell Advisory Solutions's BTX Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of BlackRock Technology and Private Equity Term Trust (BTX) in Q1 2025, closing a stake of 434 shares — an estimated $3.23K sold.

Coppell Advisory Solutions first reported a position in BTX in Q2 2023 and held it in 3 quarters. The position peaked at $3.95K in Q2 2023. 115 funds tracked by Wall St. Rank hold BTX as of Q1 2025.

Coppell Advisory Solutions reported no remaining BlackRock Technology and Private Equity Term Trust position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 434 BlackRock Technology and Private Equity Term Trust shares in Q1 2025, an estimated $3.23K.
Coppell Advisory Solutions first reported a position in BlackRock Technology and Private Equity Term Trust in Q2 2023 and held it in 3 quarters.
Coppell Advisory Solutions's BlackRock Technology and Private Equity Term Trust position peaked at $3.95K in Q2 2023.
115 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.