GSWM
BST icon

Golden State Wealth Management’s BlackRock Science and Technology Trust BST Stock Holding History

Golden State Wealth Management’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
2019
Q4 		– Sell
-1,435
Closed -$45K – 164
2019
Q3 		$45K Buy
1,435
+7
+0.5% +$229 0.01% 455
2019
Q2 		$45K Buy
+1,428
New +$46.2K 0.01% 480

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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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Golden State Wealth Management's BST Position: Q4 2019 in Review

Golden State Wealth Management sold out of BlackRock Science and Technology Trust (BST) in Q4 2019, closing a stake of 1,435 shares — an estimated $45K sold.

Golden State Wealth Management first reported a position in BST in Q2 2019 and held it in 2 quarters. The position peaked at $45K in Q3 2019. 70 funds tracked by Wall St. Rank hold BST as of Q4 2019.

  • Golden State Wealth Management reported no remaining BlackRock Science and Technology Trust position as of Q4 2019 after selling out during the quarter.
  • Golden State Wealth Management sold 1,435 BlackRock Science and Technology Trust shares in Q4 2019, an estimated $45K.
  • Golden State Wealth Management first reported a position in BlackRock Science and Technology Trust in Q2 2019 and held it in 2 quarters.
  • Golden State Wealth Management's BlackRock Science and Technology Trust position peaked at $45K in Q3 2019.
  • 70 funds tracked by Wall St. Rank held BlackRock Science and Technology Trust as of Q4 2019.

Based on Golden State Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.