Enterprise Trust & Investment’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

Enterprise Trust & Investment’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 Q2	$24K	Hold	1,200	–	–	0.01%	160
2022 Q1	$35K	Hold	1,200	–	–	0.01%	142
2021 Q4	$47K	Hold	1,200	–	–	0.02%	137
2021 Q3	$46K	Hold	1,200	–	–	0.02%	139
2021 Q2	$50K	Buy	+1,200	New	+$45.5K	0.02%	130

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

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

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

1CP

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

RJFSA

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

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

KIM

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

Enterprise Trust & Investment's BSTZ Position: Q2 2022 in Review

Enterprise Trust & Investment held its BlackRock Science and Technology Term Trust (BSTZ) position steady in Q2 2022 at 1,200 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #160.

Enterprise Trust & Investment first reported a position in BSTZ in Q2 2021 and has held it in 5 quarters since. The position peaked at $50K in Q2 2021. 92 funds tracked by Wall St. Rank hold BSTZ as of Q2 2022.

Enterprise Trust & Investment held 1,200 shares of BlackRock Science and Technology Term Trust worth $24K as of Q2 2022.
Enterprise Trust & Investment left its BlackRock Science and Technology Term Trust share count unchanged in Q2 2022.
BlackRock Science and Technology Term Trust made up 0.01% of Enterprise Trust & Investment's portfolio in Q2 2022, its #160 holding.
Enterprise Trust & Investment first reported a position in BlackRock Science and Technology Term Trust in Q2 2021 and has held it in 5 quarters since.
Enterprise Trust & Investment's BlackRock Science and Technology Term Trust position peaked at $50K in Q2 2021.
92 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q2 2022.

Based on Enterprise Trust & Investment's 13F filing for Q2 2022, filed 22 Jul 2022.