Insigneo Advisory Services’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

Insigneo Advisory Services’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
2024 Q2	–	Sell	-22,075	Closed	-$428K	–	596
2024 Q1	$428K	Sell	22,075 -3,174	-13%	-$57K	0.05%	297
2023 Q4	$422K	Sell	25,249 -421	-2%	-$6.81K	0.06%	267
2023 Q3	$424K	Buy	25,670 +26	+0.1%	+$459	0.09%	216
2023 Q2	$464K	Sell	25,644 -5,225	-17%	-$89.9K	0.09%	210
2023 Q1	$577K	Buy	30,869 +31	+0.1%	+$544	0.18%	116
2022 Q4	$482K	Buy	+30,838	New	+$524K	0.18%	123

Other funds holding BSTZ

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

KIM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

PCR

Potrero Capital Research San Francisco, California $163M AUM 79.07% 1-Year Est. Return

1CP

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

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

Insigneo Advisory Services's BSTZ Position: Q2 2024 in Review

Insigneo Advisory Services sold out of BlackRock Science and Technology Term Trust (BSTZ) in Q2 2024, closing a stake of 22,075 shares — an estimated $428K sold.

Insigneo Advisory Services first reported a position in BSTZ in Q4 2022 and held it in 6 quarters. The position peaked at $577K in Q1 2023. 98 funds tracked by Wall St. Rank hold BSTZ as of Q2 2024.

Insigneo Advisory Services reported no remaining BlackRock Science and Technology Term Trust position as of Q2 2024 after selling out during the quarter.
Insigneo Advisory Services sold 22,075 BlackRock Science and Technology Term Trust shares in Q2 2024, an estimated $428K.
Insigneo Advisory Services first reported a position in BlackRock Science and Technology Term Trust in Q4 2022 and held it in 6 quarters.
Insigneo Advisory Services's BlackRock Science and Technology Term Trust position peaked at $577K in Q1 2023.
98 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q2 2024.

Based on Insigneo Advisory Services's 13F filing for Q2 2024, filed 14 Aug 2024.