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

FourThought Financial’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
2022 Q3	$59K	Sell	2,000 -19	-0.9%	-$658	0.01%	548
2022 Q2	$66K	Sell	2,019 -91	-4%	-$3.38K	0.01%	528
2022 Q1	$87K	Sell	2,110 -162	-7%	-$7.17K	0.01%	506
2021 Q4	$114K	Hold	2,272	–	–	0.01%	451
2021 Q3	$118K	Sell	2,272 -943	-29%	-$51K	0.02%	445
2021 Q2	$191K	Sell	3,215 -436	-12%	-$24.8K	0.03%	353
2021 Q1	$195K	Sell	3,651 -795	-18%	-$43.2K	0.03%	353
2020 Q4	$234K	Buy	+4,446	New	+$209K	0.04%	313

Other funds holding BST

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

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

RJA

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

FourThought Financial's BST Position: Q3 2022 in Review

FourThought Financial reduced its BlackRock Science and Technology Trust (BST) stake by 0.94% in Q3 2022, selling an estimated $658 and leaving 2,000 shares worth $59K. The position accounts for 0.01% of the portfolio, ranked #548.

FourThought Financial first reported a position in BST in Q4 2020 and has held it in 8 quarters since. The position peaked at $234K in Q4 2020. 87 funds tracked by Wall St. Rank hold BST as of Q3 2022.

FourThought Financial held 2,000 shares of BlackRock Science and Technology Trust worth $59K as of Q3 2022.
FourThought Financial sold 19 BlackRock Science and Technology Trust shares in Q3 2022, an estimated $658.
BlackRock Science and Technology Trust made up 0.01% of FourThought Financial's portfolio in Q3 2022, its #548 holding.
FourThought Financial first reported a position in BlackRock Science and Technology Trust in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's BlackRock Science and Technology Trust position peaked at $234K in Q4 2020.
87 funds tracked by Wall St. Rank held BlackRock Science and Technology Trust as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.