Independent Investors Inc’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

Independent Investors Inc’s Portfolio BTX Stock Details BTX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-30,000	Closed	-$218K	–	68
2022 Q3	$218K	Hold	30,000	–	–	0.06%	63
2022 Q2	$238K	Hold	30,000	–	–	0.06%	66
2022 Q1	$342K	Hold	30,000	–	–	0.08%	63
2021 Q4	$436K	Sell	30,000 -2,000	-6%	-$33.1K	0.09%	63
2021 Q3	$579K	Hold	32,000	–	–	0.14%	59
2021 Q2	$650K	Hold	32,000	–	–	0.16%	57
2021 Q1	$650K	Buy	+32,000	New	+$645K	0.17%	55

Other funds holding BTX

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

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Quantedge Capital Singapore $183M AUM 37.27% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

WAM

Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return

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

CCP

Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return

RJA

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

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

Independent Investors Inc's BTX Position: Q4 2022 in Review

Independent Investors Inc sold out of BlackRock Technology and Private Equity Term Trust (BTX) in Q4 2022, closing a stake of 30,000 shares — an estimated $218K sold.

Independent Investors Inc first reported a position in BTX in Q1 2021 and held it in 7 quarters. The position peaked at $650K in Q2 2021. 111 funds tracked by Wall St. Rank hold BTX as of Q4 2022.

Independent Investors Inc reported no remaining BlackRock Technology and Private Equity Term Trust position as of Q4 2022 after selling out during the quarter.
Independent Investors Inc sold 30,000 BlackRock Technology and Private Equity Term Trust shares in Q4 2022, an estimated $218K.
Independent Investors Inc first reported a position in BlackRock Technology and Private Equity Term Trust in Q1 2021 and held it in 7 quarters.
Independent Investors Inc's BlackRock Technology and Private Equity Term Trust position peaked at $650K in Q2 2021.
111 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q4 2022.

Based on Independent Investors Inc's 13F filing for Q4 2022, filed 2 Feb 2023.