Gladstone Institutional Advisory’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

Gladstone Institutional Advisory’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 Q1	–	Sell	-5,414	Closed	-$211K	–	706
2021 Q4	$211K	Sell	5,414 -395	-7%	-$15.8K	0.02%	552
2021 Q3	$224K	Buy	5,809 +443	+8%	+$18K	0.02%	493
2021 Q2	$224K	Buy	+5,366	New	+$203K	0.03%	464

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

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

RJFSA

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

AWA

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

1CP

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Gladstone Institutional Advisory's BSTZ Position: Q1 2022 in Review

Gladstone Institutional Advisory sold out of BlackRock Science and Technology Term Trust (BSTZ) in Q1 2022, closing a stake of 5,414 shares — an estimated $211K sold.

Gladstone Institutional Advisory first reported a position in BSTZ in Q2 2021 and held it in 3 quarters. The position peaked at $224K in Q3 2021. 100 funds tracked by Wall St. Rank hold BSTZ as of Q1 2022.

Gladstone Institutional Advisory reported no remaining BlackRock Science and Technology Term Trust position as of Q1 2022 after selling out during the quarter.
Gladstone Institutional Advisory sold 5,414 BlackRock Science and Technology Term Trust shares in Q1 2022, an estimated $211K.
Gladstone Institutional Advisory first reported a position in BlackRock Science and Technology Term Trust in Q2 2021 and held it in 3 quarters.
Gladstone Institutional Advisory's BlackRock Science and Technology Term Trust position peaked at $224K in Q3 2021.
100 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q1 2022.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2022, filed 4 May 2022.