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

FourThought Financial’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
2022 Q3	$1K	Buy	+33	New	+$680	﹤0.01%	1388
2022 Q1	–	Sell	-900	Closed	-$35K	–	1467
2021 Q4	$35K	Hold	900	–	–	﹤0.01%	777
2021 Q3	$34K	Hold	900	–	–	﹤0.01%	797
2021 Q2	$37K	Hold	900	–	–	﹤0.01%	792
2021 Q1	$32K	Hold	900	–	–	﹤0.01%	795
2020 Q4	$32K	Buy	+900	New	+$27.7K	0.01%	764

Other funds holding BSTZ

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

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

KIM

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

RJA

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

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

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

1CP

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

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

RJFSA

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

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

FourThought Financial's BSTZ Position: Q3 2022 in Review

FourThought Financial opened a new position in BlackRock Science and Technology Term Trust (BSTZ) in Q3 2022: 33 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1388 among its holdings. This is a return to the name: FourThought Financial previously reported a position in BSTZ as recently as Q4 2021.

FourThought Financial first reported a position in BSTZ in Q4 2020 and has held it in 6 quarters since. The position peaked at $37K in Q2 2021. 81 funds tracked by Wall St. Rank hold BSTZ as of Q3 2022.

FourThought Financial held 33 shares of BlackRock Science and Technology Term Trust worth $1K as of Q3 2022.
BlackRock Science and Technology Term Trust was a new FourThought Financial position in Q3 2022.
BlackRock Science and Technology Term Trust made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #1388 holding.
FourThought Financial first reported a position in BlackRock Science and Technology Term Trust in Q4 2020 and has held it in 6 quarters since.
FourThought Financial's BlackRock Science and Technology Term Trust position peaked at $37K in Q2 2021.
81 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q3 2022.

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