Howe & Rusling’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

Howe & Rusling’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 Q2	–	Sell	-200	Closed	-$6K	–	1066
2022 Q1	$6K	Sell	200 -700	-78%	-$20.9K	﹤0.01%	600
2021 Q4	$35K	Hold	900	–	–	﹤0.01%	360
2021 Q3	$35K	Buy	+900	New	+$36.5K	﹤0.01%	343
2020 Q2	–	Sell	-4,098	Closed	-$68K	–	812
2020 Q1	$68K	Buy	4,098 +18	+0.4%	+$353	0.01%	222
2019 Q4	$84K	Buy	+4,080	New	+$81.7K	0.01%	243

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

AWA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

1CP

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

RJFSA

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

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Howe & Rusling's BSTZ Position: Q2 2022 in Review

Howe & Rusling sold out of BlackRock Science and Technology Term Trust (BSTZ) in Q2 2022, closing a stake of 200 shares — an estimated $6K sold.

Howe & Rusling first reported a position in BSTZ in Q4 2019 and held it in 5 quarters. The position peaked at $84K in Q4 2019. 92 funds tracked by Wall St. Rank hold BSTZ as of Q2 2022.

Howe & Rusling reported no remaining BlackRock Science and Technology Term Trust position as of Q2 2022 after selling out during the quarter.
Howe & Rusling sold 200 BlackRock Science and Technology Term Trust shares in Q2 2022, an estimated $6K.
Howe & Rusling first reported a position in BlackRock Science and Technology Term Trust in Q4 2019 and held it in 5 quarters.
Howe & Rusling's BlackRock Science and Technology Term Trust position peaked at $84K in Q4 2019.
92 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q2 2022.

Based on Howe & Rusling's 13F filing for Q2 2022, filed 15 Aug 2022.