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

Greenwich 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
2023
Q4 		– Sell
-8,609
Closed -$270K – 236
2023
Q3 		$270K Buy
8,609
+1,275
+17% +$42.4K 0.03% 188
2023
Q2 		$253K Buy
+7,334
New +$238K 0.03% 195

Other funds holding BST

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Greenwich Wealth Management's BST Position: Q4 2023 in Review

Greenwich Wealth Management sold out of BlackRock Science and Technology Trust (BST) in Q4 2023, closing a stake of 8,609 shares — an estimated $270K sold.

Greenwich Wealth Management first reported a position in BST in Q2 2023 and held it in 2 quarters. The position peaked at $270K in Q3 2023. 108 funds tracked by Wall St. Rank hold BST as of Q4 2023.

  • Greenwich Wealth Management reported no remaining BlackRock Science and Technology Trust position as of Q4 2023 after selling out during the quarter.
  • Greenwich Wealth Management sold 8,609 BlackRock Science and Technology Trust shares in Q4 2023, an estimated $270K.
  • Greenwich Wealth Management first reported a position in BlackRock Science and Technology Trust in Q2 2023 and held it in 2 quarters.
  • Greenwich Wealth Management's BlackRock Science and Technology Trust position peaked at $270K in Q3 2023.
  • 108 funds tracked by Wall St. Rank held BlackRock Science and Technology Trust as of Q4 2023.

Based on Greenwich Wealth Management's 13F filing for Q4 2023, filed 1 Feb 2024.