Laidlaw Wealth Management’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

Laidlaw 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	-5,935	Closed	-$231K	–	397
2021 Q4	$231K	Hold	5,935	–	–	0.04%	358
2021 Q3	$229K	Hold	5,935	–	–	0.06%	218
2021 Q2	$248K	Hold	5,935	–	–	0.06%	215
2021 Q1	$212K	Hold	5,935	–	–	0.07%	200
2020 Q4	$216K	Buy	+5,935	New	+$183K	0.05%	323

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

Laidlaw Wealth Management's BSTZ Position: Q1 2022 in Review

Laidlaw Wealth Management sold out of BlackRock Science and Technology Term Trust (BSTZ) in Q1 2022, closing a stake of 5,935 shares — an estimated $231K sold.

Laidlaw Wealth Management first reported a position in BSTZ in Q4 2020 and held it in 5 quarters. The position peaked at $248K in Q2 2021. 100 funds tracked by Wall St. Rank hold BSTZ as of Q1 2022.

Laidlaw Wealth Management reported no remaining BlackRock Science and Technology Term Trust position as of Q1 2022 after selling out during the quarter.
Laidlaw Wealth Management sold 5,935 BlackRock Science and Technology Term Trust shares in Q1 2022, an estimated $231K.
Laidlaw Wealth Management first reported a position in BlackRock Science and Technology Term Trust in Q4 2020 and held it in 5 quarters.
Laidlaw Wealth Management's BlackRock Science and Technology Term Trust position peaked at $248K in Q2 2021.
100 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q1 2022.

Based on Laidlaw Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.