Institutional & Family Asset Management’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

Institutional & Family Asset Management’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
2021 Q1	–	Sell	-1,900	Closed	-$69K	–	938
2020 Q4	$69K	Buy	+1,900	New	+$58.6K	0.01%	284

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

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

RJA

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

1CP

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

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

KIM

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

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

RJFSA

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Institutional & Family Asset Management's BSTZ Position: Q1 2021 in Review

Institutional & Family Asset Management sold out of BlackRock Science and Technology Term Trust (BSTZ) in Q1 2021, closing a stake of 1,900 shares — an estimated $69K sold.

Institutional & Family Asset Management first reported a position in BSTZ in Q4 2020 and held it in 1 quarter. The position peaked at $69K in Q4 2020. 90 funds tracked by Wall St. Rank hold BSTZ as of Q1 2021.

Institutional & Family Asset Management reported no remaining BlackRock Science and Technology Term Trust position as of Q1 2021 after selling out during the quarter.
Institutional & Family Asset Management sold 1,900 BlackRock Science and Technology Term Trust shares in Q1 2021, an estimated $69K.
Institutional & Family Asset Management first reported a position in BlackRock Science and Technology Term Trust in Q4 2020 and held it in 1 quarter.
Institutional & Family Asset Management's BlackRock Science and Technology Term Trust position peaked at $69K in Q4 2020.
90 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q1 2021.

Based on Institutional & Family Asset Management's 13F filing for Q1 2021, filed 6 May 2021.