Financial Freedom LLC’s BlackRock Science and Technology Trust BST Stock Holding History

Financial Freedom LLC’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
2023 Q4	–	Sell	-42	Closed	-$1.32K	–	363
2023 Q3	$1.32K	Buy	42 +1	+2%	+$33	﹤0.01%	348
2023 Q2	$1.42K	Buy	41 +1	+3%	+$32	﹤0.01%	369
2023 Q1	$1.3K	Buy	40 +1	+3%	+$32	﹤0.01%	368
2022 Q4	$1.11K	Buy	+39	New	+$1.19K	﹤0.01%	368

Other funds holding BST

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJFSA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Freedom LLC's BST Position: Q4 2023 in Review

Financial Freedom LLC sold out of BlackRock Science and Technology Trust (BST) in Q4 2023, closing a stake of 42 shares — an estimated $1.32K sold.

Financial Freedom LLC first reported a position in BST in Q4 2022 and held it in 4 quarters. The position peaked at $1.42K in Q2 2023. 108 funds tracked by Wall St. Rank hold BST as of Q4 2023.

Financial Freedom LLC reported no remaining BlackRock Science and Technology Trust position as of Q4 2023 after selling out during the quarter.
Financial Freedom LLC sold 42 BlackRock Science and Technology Trust shares in Q4 2023, an estimated $1.32K.
Financial Freedom LLC first reported a position in BlackRock Science and Technology Trust in Q4 2022 and held it in 4 quarters.
Financial Freedom LLC's BlackRock Science and Technology Trust position peaked at $1.42K in Q2 2023.
108 funds tracked by Wall St. Rank held BlackRock Science and Technology Trust as of Q4 2023.

Based on Financial Freedom LLC's 13F filing for Q4 2023, filed 24 Jan 2024.