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HHM Wealth Advisors’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

HHM Wealth Advisors’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
2024
Q1 		– Sell
-204
Closed -$3.41K – 746
2023
Q4 		$3.41K Sell
204
-408
-67% -$6.6K ﹤0.01% 656
2023
Q3 		$10.1K Hold
612
– – ﹤0.01% 503
2023
Q2 		$11.1K Hold
612
– – ﹤0.01% 514
2023
Q1 		$11.4K Buy
+612
New +$10.7K ﹤0.01% 494

Other funds holding BSTZ

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
PCR
Potrero Capital Research San Francisco, California $163M AUM 79.07% 1-Year Est. Return

HHM Wealth Advisors's BSTZ Position: Q1 2024 in Review

HHM Wealth Advisors sold out of BlackRock Science and Technology Term Trust (BSTZ) in Q1 2024, closing a stake of 204 shares — an estimated $3.41K sold.

HHM Wealth Advisors first reported a position in BSTZ in Q1 2023 and held it in 4 quarters. The position peaked at $11.4K in Q1 2023. 99 funds tracked by Wall St. Rank hold BSTZ as of Q1 2024.

  • HHM Wealth Advisors reported no remaining BlackRock Science and Technology Term Trust position as of Q1 2024 after selling out during the quarter.
  • HHM Wealth Advisors sold 204 BlackRock Science and Technology Term Trust shares in Q1 2024, an estimated $3.41K.
  • HHM Wealth Advisors first reported a position in BlackRock Science and Technology Term Trust in Q1 2023 and held it in 4 quarters.
  • HHM Wealth Advisors's BlackRock Science and Technology Term Trust position peaked at $11.4K in Q1 2023.
  • 99 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q1 2024.

Based on HHM Wealth Advisors's 13F filing for Q1 2024, filed 14 May 2024.