Key Financial Inc’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

Key Financial Inc’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 Q3	–	Sell	-60	Closed	-$1K	–	1115
2022 Q2	$1K	Hold	60	–	–	﹤0.01%	990
2022 Q1	$2K	Hold	60	–	–	﹤0.01%	909
2021 Q4	$2K	Buy	+60	New	+$2.39K	﹤0.01%	807

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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

1CP

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

AWA

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

RJFSA

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

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

Key Financial Inc's BSTZ Position: Q3 2022 in Review

Key Financial Inc sold out of BlackRock Science and Technology Term Trust (BSTZ) in Q3 2022, closing a stake of 60 shares — an estimated $1K sold.

Key Financial Inc first reported a position in BSTZ in Q4 2021 and held it in 3 quarters. The position peaked at $2K in Q1 2022. 81 funds tracked by Wall St. Rank hold BSTZ as of Q3 2022.

Key Financial Inc reported no remaining BlackRock Science and Technology Term Trust position as of Q3 2022 after selling out during the quarter.
Key Financial Inc sold 60 BlackRock Science and Technology Term Trust shares in Q3 2022, an estimated $1K.
Key Financial Inc first reported a position in BlackRock Science and Technology Term Trust in Q4 2021 and held it in 3 quarters.
Key Financial Inc's BlackRock Science and Technology Term Trust position peaked at $2K in Q1 2022.
81 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q3 2022.

Based on Key Financial Inc's 13F filing for Q3 2022, filed 28 Oct 2022.