Firethorn Wealth Partners’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

Firethorn Wealth Partners’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
2023 Q4	–	Sell	-20,622	Closed	-$340K	–	145
2023 Q3	$340K	Buy	20,622 +361	+2%	+$6.38K	0.26%	72
2023 Q2	$367K	Buy	20,261 +363	+2%	+$6.25K	0.27%	72
2023 Q1	$329K	Buy	19,898 +4,309	+28%	+$75.6K	0.26%	72
2022 Q4	$244K	Buy	+15,589	New	+$265K	0.21%	101

Other funds holding BSTZ

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

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

KIM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

RJA

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

1CP

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

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

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

Firethorn Wealth Partners's BSTZ Position: Q4 2023 in Review

Firethorn Wealth Partners sold out of BlackRock Science and Technology Term Trust (BSTZ) in Q4 2023, closing a stake of 20,622 shares — an estimated $340K sold.

Firethorn Wealth Partners first reported a position in BSTZ in Q4 2022 and held it in 4 quarters. The position peaked at $367K in Q2 2023. 107 funds tracked by Wall St. Rank hold BSTZ as of Q4 2023.

Firethorn Wealth Partners reported no remaining BlackRock Science and Technology Term Trust position as of Q4 2023 after selling out during the quarter.
Firethorn Wealth Partners sold 20,622 BlackRock Science and Technology Term Trust shares in Q4 2023, an estimated $340K.
Firethorn Wealth Partners first reported a position in BlackRock Science and Technology Term Trust in Q4 2022 and held it in 4 quarters.
Firethorn Wealth Partners's BlackRock Science and Technology Term Trust position peaked at $367K in Q2 2023.
107 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q4 2023.

Based on Firethorn Wealth Partners's 13F filing for Q4 2023, filed 25 Jan 2024.