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Liberty Wealth Management’s BlackRock Science and Technology Trust BST Stock Holding History

Liberty Wealth Management’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
2019
Q3 		– Sell
-232
Closed -$7K – 878
2019
Q2 		$7K Buy
+232
New +$7.51K 0.01% 584

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Bank of America
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RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Liberty Wealth Management's BST Position: Q3 2019 in Review

Liberty Wealth Management sold out of BlackRock Science and Technology Trust (BST) in Q3 2019, closing a stake of 232 shares — an estimated $7K sold.

Liberty Wealth Management first reported a position in BST in Q2 2019 and held it in 1 quarter. The position peaked at $7K in Q2 2019. 57 funds tracked by Wall St. Rank hold BST as of Q3 2019.

  • Liberty Wealth Management reported no remaining BlackRock Science and Technology Trust position as of Q3 2019 after selling out during the quarter.
  • Liberty Wealth Management sold 232 BlackRock Science and Technology Trust shares in Q3 2019, an estimated $7K.
  • Liberty Wealth Management first reported a position in BlackRock Science and Technology Trust in Q2 2019 and held it in 1 quarter.
  • Liberty Wealth Management's BlackRock Science and Technology Trust position peaked at $7K in Q2 2019.
  • 57 funds tracked by Wall St. Rank held BlackRock Science and Technology Trust as of Q3 2019.

Based on Liberty Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.