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Kiely Wealth Advisory Group’s BlackRock Science and Technology Trust BST Stock Holding History

Kiely Wealth Advisory Group’s Portfolio BST Stock Details BST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$7.7K Buy
201
+4
+2% +$147 0.01% 220
2024
Q3 		$7.27K Buy
197
+4
+2% +$141 ﹤0.01% 223
2024
Q2 		$6.62K Buy
+193
New +$6.96K ﹤0.01% 212

Other funds holding BST

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kiely Wealth Advisory Group's BST Position: Q4 2024 in Review

Kiely Wealth Advisory Group increased its BlackRock Science and Technology Trust (BST) stake by 2% in Q4 2024, buying an estimated $147 and bringing the position to 201 shares worth $7.7K. The position accounts for 0.01% of the portfolio, ranked #220.

Kiely Wealth Advisory Group first reported a position in BST in Q2 2024 and has held it in 3 quarters since. 120 funds tracked by Wall St. Rank hold BST as of Q4 2024.

  • Kiely Wealth Advisory Group held 201 shares of BlackRock Science and Technology Trust worth $7.7K as of Q4 2024.
  • Kiely Wealth Advisory Group bought 4 BlackRock Science and Technology Trust shares in Q4 2024, an estimated $147.
  • BlackRock Science and Technology Trust made up 0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #220 holding.
  • Kiely Wealth Advisory Group first reported a position in BlackRock Science and Technology Trust in Q2 2024 and has held it in 3 quarters since.
  • 120 funds tracked by Wall St. Rank held BlackRock Science and Technology Trust as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.