Envestnet Asset Management
BSTZ icon

Envestnet Asset Management’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

Envestnet Asset Management’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 		– Sell
-8,536
Closed -$251K – 3930
2022
Q1 		$251K Buy
+8,536
New +$255K ﹤0.01% 3552

Other funds holding BSTZ

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UBS Group
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
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
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
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

Envestnet Asset Management's BSTZ Position: Q2 2022 in Review

Envestnet Asset Management sold out of BlackRock Science and Technology Term Trust (BSTZ) in Q2 2022, closing a stake of 8,536 shares — an estimated $251K sold.

Envestnet Asset Management first reported a position in BSTZ in Q1 2022 and held it in 1 quarter. The position peaked at $251K in Q1 2022. 92 funds tracked by Wall St. Rank hold BSTZ as of Q2 2022.

  • Envestnet Asset Management reported no remaining BlackRock Science and Technology Term Trust position as of Q2 2022 after selling out during the quarter.
  • Envestnet Asset Management sold 8,536 BlackRock Science and Technology Term Trust shares in Q2 2022, an estimated $251K.
  • Envestnet Asset Management first reported a position in BlackRock Science and Technology Term Trust in Q1 2022 and held it in 1 quarter.
  • Envestnet Asset Management's BlackRock Science and Technology Term Trust position peaked at $251K in Q1 2022.
  • 92 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q2 2022.

Based on Envestnet Asset Management's 13F filing for Q2 2022, filed 3 Aug 2022.