Ellevest Inc’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

Ellevest Inc’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
2022 Q1	–	Sell	-500	Closed	-$19K	–	1429
2021 Q4	$19K	Hold	500	–	–	﹤0.01%	726
2021 Q3	$19K	Buy	+500	New	+$20.3K	﹤0.01%	676
2020 Q4	–	Sell	-513	Closed	-$13K	–	1198
2020 Q3	$13K	Hold	513	–	–	﹤0.01%	600
2020 Q2	$12K	Sell	513 -55	-10%	-$1.12K	﹤0.01%	579
2020 Q1	$9K	Buy	+568	New	+$11.1K	﹤0.01%	562

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

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

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ellevest Inc's BSTZ Position: Q1 2022 in Review

Ellevest Inc sold out of BlackRock Science and Technology Term Trust (BSTZ) in Q1 2022, closing a stake of 500 shares — an estimated $19K sold.

Ellevest Inc first reported a position in BSTZ in Q1 2020 and held it in 5 quarters. The position peaked at $19K in Q4 2021. 100 funds tracked by Wall St. Rank hold BSTZ as of Q1 2022.

Ellevest Inc reported no remaining BlackRock Science and Technology Term Trust position as of Q1 2022 after selling out during the quarter.
Ellevest Inc sold 500 BlackRock Science and Technology Term Trust shares in Q1 2022, an estimated $19K.
Ellevest Inc first reported a position in BlackRock Science and Technology Term Trust in Q1 2020 and held it in 5 quarters.
Ellevest Inc's BlackRock Science and Technology Term Trust position peaked at $19K in Q4 2021.
100 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q1 2022.

Based on Ellevest Inc's 13F filing for Q1 2022, filed 19 Apr 2022.