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

Litman Gregory 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
2023 Q1	–	Sell	-13,677	Closed	-$214K	–	44
2022 Q4	$214K	Sell	13,677 -1,740	-11%	-$29.6K	0.03%	75
2022 Q3	$272K	Sell	15,417 -945	-6%	-$19.5K	0.04%	69
2022 Q2	$321K	Sell	16,362 -10,375	-39%	-$243K	0.05%	70
2022 Q1	$785K	Buy	26,737 +6,510	+32%	+$194K	0.11%	50
2021 Q4	$788K	Buy	20,227 +4,495	+29%	+$179K	0.13%	48
2021 Q3	$607K	Buy	15,732 +15,302	+3,559%	+$621K	0.11%	47
2021 Q2	$430	Buy	+430	New	+$16.3K	0.08%	55

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

1CP

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

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

RJFSA

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

Quantedge Capital Singapore $183M AUM 37.27% 1-Year Est. Return

Litman Gregory Wealth Management's BSTZ Position: Q1 2023 in Review

Litman Gregory Wealth Management sold out of BlackRock Science and Technology Term Trust (BSTZ) in Q1 2023, closing a stake of 13,677 shares — an estimated $214K sold.

Litman Gregory Wealth Management first reported a position in BSTZ in Q2 2021 and held it in 7 quarters. The position peaked at $788K in Q4 2021. 94 funds tracked by Wall St. Rank hold BSTZ as of Q1 2023.

Litman Gregory Wealth Management reported no remaining BlackRock Science and Technology Term Trust position as of Q1 2023 after selling out during the quarter.
Litman Gregory Wealth Management sold 13,677 BlackRock Science and Technology Term Trust shares in Q1 2023, an estimated $214K.
Litman Gregory Wealth Management first reported a position in BlackRock Science and Technology Term Trust in Q2 2021 and held it in 7 quarters.
Litman Gregory Wealth Management's BlackRock Science and Technology Term Trust position peaked at $788K in Q4 2021.
94 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q1 2023.

Based on Litman Gregory Wealth Management's 13F filing for Q1 2023, filed 26 Apr 2023.