CWM
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Crowley Wealth Management’s BlackRock Science and Technology Trust BST Stock Holding History

Crowley Wealth Management’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
2025
Q4 		– Sell
-160
Closed -$6.62K – 51
2025
Q3 		$6.62K Buy
+160
New +$6.31K 0.01% 314

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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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $395M AUM
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Crowley Wealth Management's BST Position: Q4 2025 in Review

Crowley Wealth Management sold out of BlackRock Science and Technology Trust (BST) in Q4 2025, closing a stake of 160 shares — an estimated $6.62K sold.

Crowley Wealth Management first reported a position in BST in Q3 2025 and held it in 1 quarter. The position peaked at $6.62K in Q3 2025. 133 funds tracked by Wall St. Rank hold BST as of Q4 2025.

  • Crowley Wealth Management reported no remaining BlackRock Science and Technology Trust position as of Q4 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 160 BlackRock Science and Technology Trust shares in Q4 2025, an estimated $6.62K.
  • Crowley Wealth Management first reported a position in BlackRock Science and Technology Trust in Q3 2025 and held it in 1 quarter.
  • Crowley Wealth Management's BlackRock Science and Technology Trust position peaked at $6.62K in Q3 2025.
  • 133 funds tracked by Wall St. Rank held BlackRock Science and Technology Trust as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.