FUBT
BTX icon

First United Bank & Trust’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

First United Bank & Trust’s Portfolio BTX Stock Details BTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-700
Closed -$5.7K – 422
2024
Q1 		$5.7K Hold
700
– – ﹤0.01% 372
2023
Q4 		$5.13K Buy
+700
New +$4.92K ﹤0.01% 388

Other funds holding BTX

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SC
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

First United Bank & Trust's BTX Position: Q2 2024 in Review

First United Bank & Trust sold out of BlackRock Technology and Private Equity Term Trust (BTX) in Q2 2024, closing a stake of 700 shares — an estimated $5.7K sold.

First United Bank & Trust first reported a position in BTX in Q4 2023 and held it in 2 quarters. The position peaked at $5.7K in Q1 2024. 121 funds tracked by Wall St. Rank hold BTX as of Q2 2024.

  • First United Bank & Trust reported no remaining BlackRock Technology and Private Equity Term Trust position as of Q2 2024 after selling out during the quarter.
  • First United Bank & Trust sold 700 BlackRock Technology and Private Equity Term Trust shares in Q2 2024, an estimated $5.7K.
  • First United Bank & Trust first reported a position in BlackRock Technology and Private Equity Term Trust in Q4 2023 and held it in 2 quarters.
  • First United Bank & Trust's BlackRock Technology and Private Equity Term Trust position peaked at $5.7K in Q1 2024.
  • 121 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q2 2024.

Based on First United Bank & Trust's 13F filing for Q2 2024, filed 12 Aug 2024.