IFP Advisors’s BlackRock Science and Technology Trust BST Stock Holding History

IFP Advisors’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
2023 Q1	–	Sell	-250	Closed	-$9K	–	3494
2022 Q4	$9K	Hold	250	–	–	﹤0.01%	3434
2022 Q3	$9K	Hold	250	–	–	﹤0.01%	3694
2022 Q2	$9K	Hold	250	–	–	﹤0.01%	3450
2022 Q1	$9K	Buy	+250	New	+$11.1K	﹤0.01%	3450
2018 Q4	–	Sell	-1,641	Closed	-$58K	–	3541
2018 Q3	$58K	Sell	1,641 -185	-10%	-$6.33K	﹤0.01%	1811
2018 Q2	$61K	Sell	1,826 -659	-27%	-$21.2K	﹤0.01%	1792
2018 Q1	$66K	Hold	2,485	–	–	﹤0.01%	1636
2017 Q4	$66K	Sell	2,485 -672	-21%	-$17.4K	﹤0.01%	1652
2017 Q3	$76K	Hold	3,157	–	–	﹤0.01%	1712
2017 Q2	$69K	Buy	3,157 +269	+9%	+$5.86K	﹤0.01%	1754
2017 Q1	$60K	Buy	+2,888	New	+$55.9K	﹤0.01%	1810

Other funds holding BST

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

RJFSA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IFP Advisors's BST Position: Q1 2023 in Review

IFP Advisors sold out of BlackRock Science and Technology Trust (BST) in Q1 2023, closing a stake of 250 shares — an estimated $9K sold.

IFP Advisors first reported a position in BST in Q1 2017 and held it in 11 quarters. The position peaked at $76K in Q3 2017. 95 funds tracked by Wall St. Rank hold BST as of Q1 2023.

IFP Advisors reported no remaining BlackRock Science and Technology Trust position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 250 BlackRock Science and Technology Trust shares in Q1 2023, an estimated $9K.
IFP Advisors first reported a position in BlackRock Science and Technology Trust in Q1 2017 and held it in 11 quarters.
IFP Advisors's BlackRock Science and Technology Trust position peaked at $76K in Q3 2017.
95 funds tracked by Wall St. Rank held BlackRock Science and Technology Trust as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.