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Keystone Wealth Partners’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

Keystone Wealth Partners’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
-5,249
Closed -$204K – 27
2021
Q4 		$204K Buy
+5,249
New +$209K 0.09% 32

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RJA
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Wells Fargo
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
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Keystone Wealth Partners's BSTZ Position: Q1 2022 in Review

Keystone Wealth Partners sold out of BlackRock Science and Technology Term Trust (BSTZ) in Q1 2022, closing a stake of 5,249 shares — an estimated $204K sold.

Keystone Wealth Partners first reported a position in BSTZ in Q4 2021 and held it in 1 quarter. The position peaked at $204K in Q4 2021. 100 funds tracked by Wall St. Rank hold BSTZ as of Q1 2022.

  • Keystone Wealth Partners reported no remaining BlackRock Science and Technology Term Trust position as of Q1 2022 after selling out during the quarter.
  • Keystone Wealth Partners sold 5,249 BlackRock Science and Technology Term Trust shares in Q1 2022, an estimated $204K.
  • Keystone Wealth Partners first reported a position in BlackRock Science and Technology Term Trust in Q4 2021 and held it in 1 quarter.
  • Keystone Wealth Partners's BlackRock Science and Technology Term Trust position peaked at $204K in Q4 2021.
  • 100 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q1 2022.

Based on Keystone Wealth Partners's 13F filing for Q1 2022, filed 29 Apr 2022.