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

HBC Financial Services’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
2024
Q1 		– Sell
-2,700
Closed -$90K – 162
2023
Q4 		$90K Sell
2,700
-1,000
-27% -$32.9K 0.06% 45
2023
Q3 		$116K Sell
3,700
-300
-8% -$9.98K 0.09% 39
2023
Q2 		$140K Buy
+4,000
New +$130K 0.1% 36

Other funds holding BST

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HBC Financial Services's BST Position: Q1 2024 in Review

HBC Financial Services sold out of BlackRock Science and Technology Trust (BST) in Q1 2024, closing a stake of 2,700 shares — an estimated $90K sold.

HBC Financial Services first reported a position in BST in Q2 2023 and held it in 3 quarters. The position peaked at $140K in Q2 2023. 107 funds tracked by Wall St. Rank hold BST as of Q1 2024.

  • HBC Financial Services reported no remaining BlackRock Science and Technology Trust position as of Q1 2024 after selling out during the quarter.
  • HBC Financial Services sold 2,700 BlackRock Science and Technology Trust shares in Q1 2024, an estimated $90K.
  • HBC Financial Services first reported a position in BlackRock Science and Technology Trust in Q2 2023 and held it in 3 quarters.
  • HBC Financial Services's BlackRock Science and Technology Trust position peaked at $140K in Q2 2023.
  • 107 funds tracked by Wall St. Rank held BlackRock Science and Technology Trust as of Q1 2024.

Based on HBC Financial Services's 13F filing for Q1 2024, filed 6 May 2024.