Keudell/Morrison Wealth Management’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

Keudell/Morrison Wealth 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
2022 Q1	–	Sell	-8,868	Closed	-$345K	–	179
2021 Q4	$345K	Buy	+8,868	New	+$354K	0.14%	129

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

RJA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

1CP

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

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

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

Keudell/Morrison Wealth Management's BSTZ Position: Q1 2022 in Review

Keudell/Morrison Wealth Management sold out of BlackRock Science and Technology Term Trust (BSTZ) in Q1 2022, closing a stake of 8,868 shares — an estimated $345K sold.

Keudell/Morrison Wealth Management first reported a position in BSTZ in Q4 2021 and held it in 1 quarter. The position peaked at $345K in Q4 2021. 100 funds tracked by Wall St. Rank hold BSTZ as of Q1 2022.

Keudell/Morrison Wealth Management reported no remaining BlackRock Science and Technology Term Trust position as of Q1 2022 after selling out during the quarter.
Keudell/Morrison Wealth Management sold 8,868 BlackRock Science and Technology Term Trust shares in Q1 2022, an estimated $345K.
Keudell/Morrison Wealth Management first reported a position in BlackRock Science and Technology Term Trust in Q4 2021 and held it in 1 quarter.
Keudell/Morrison Wealth Management's BlackRock Science and Technology Term Trust position peaked at $345K in Q4 2021.
100 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q1 2022.

Based on Keudell/Morrison Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.