Icon Wealth Partners’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

Icon Wealth Partners’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	-6,811	Closed	-$200K	–	306
2022 Q1	$200K	Buy	6,811 +129	+2%	+$3.85K	0.02%	320
2021 Q4	$260K	Buy	6,682 +271	+4%	+$10.8K	0.03%	280
2021 Q3	$247K	Buy	6,411 +80	+1%	+$3.25K	0.03%	313
2021 Q2	$264K	Buy	+6,331	New	+$240K	0.03%	315

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

Icon Wealth Partners's BSTZ Position: Q2 2022 in Review

Icon Wealth Partners sold out of BlackRock Science and Technology Term Trust (BSTZ) in Q2 2022, closing a stake of 6,811 shares — an estimated $200K sold.

Icon Wealth Partners first reported a position in BSTZ in Q2 2021 and held it in 4 quarters. The position peaked at $264K in Q2 2021. 92 funds tracked by Wall St. Rank hold BSTZ as of Q2 2022.

Icon Wealth Partners reported no remaining BlackRock Science and Technology Term Trust position as of Q2 2022 after selling out during the quarter.
Icon Wealth Partners sold 6,811 BlackRock Science and Technology Term Trust shares in Q2 2022, an estimated $200K.
Icon Wealth Partners first reported a position in BlackRock Science and Technology Term Trust in Q2 2021 and held it in 4 quarters.
Icon Wealth Partners's BlackRock Science and Technology Term Trust position peaked at $264K in Q2 2021.
92 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q2 2022.

Based on Icon Wealth Partners's 13F filing for Q2 2022, filed 19 Jul 2022.