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IEQ Capital’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

IEQ Capital’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
2023
Q4 		– Sell
-10,687
Closed -$176K – 938
2023
Q3 		$176K Buy
+10,687
New +$189K ﹤0.01% 847

Other funds holding BSTZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

IEQ Capital's BSTZ Position: Q4 2023 in Review

IEQ Capital sold out of BlackRock Science and Technology Term Trust (BSTZ) in Q4 2023, closing a stake of 10,687 shares — an estimated $176K sold.

IEQ Capital first reported a position in BSTZ in Q3 2023 and held it in 1 quarter. The position peaked at $176K in Q3 2023. 107 funds tracked by Wall St. Rank hold BSTZ as of Q4 2023.

  • IEQ Capital reported no remaining BlackRock Science and Technology Term Trust position as of Q4 2023 after selling out during the quarter.
  • IEQ Capital sold 10,687 BlackRock Science and Technology Term Trust shares in Q4 2023, an estimated $176K.
  • IEQ Capital first reported a position in BlackRock Science and Technology Term Trust in Q3 2023 and held it in 1 quarter.
  • IEQ Capital's BlackRock Science and Technology Term Trust position peaked at $176K in Q3 2023.
  • 107 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q4 2023.

Based on IEQ Capital's 13F filing for Q4 2023, filed 7 Feb 2024.