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Fortis Advisors’s BlackRock Science and Technology Trust BST Stock Holding History

Fortis Advisors’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
2020
Q2 		– Sell
-172
Closed -$5K – 188
2020
Q1 		$5K Hold
172
– – ﹤0.01% 285
2019
Q4 		$6K Buy
+172
New +$5.59K ﹤0.01% 281

Other funds holding BST

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Fortis Advisors's BST Position: Q2 2020 in Review

Fortis Advisors sold out of BlackRock Science and Technology Trust (BST) in Q2 2020, closing a stake of 172 shares — an estimated $5K sold.

Fortis Advisors first reported a position in BST in Q4 2019 and held it in 2 quarters. The position peaked at $6K in Q4 2019. 67 funds tracked by Wall St. Rank hold BST as of Q2 2020.

  • Fortis Advisors reported no remaining BlackRock Science and Technology Trust position as of Q2 2020 after selling out during the quarter.
  • Fortis Advisors sold 172 BlackRock Science and Technology Trust shares in Q2 2020, an estimated $5K.
  • Fortis Advisors first reported a position in BlackRock Science and Technology Trust in Q4 2019 and held it in 2 quarters.
  • Fortis Advisors's BlackRock Science and Technology Trust position peaked at $6K in Q4 2019.
  • 67 funds tracked by Wall St. Rank held BlackRock Science and Technology Trust as of Q2 2020.

Based on Fortis Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.