LA
BTX

LM Advisors’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

LM Advisors’s Portfolio BTX Stock Details BTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-31,031
Closed -$234K – 198
2024
Q3 		$234K Sell
31,031
-5,578
-15% -$40.8K 0.05% 160
2024
Q2 		$265K Sell
36,609
-4,316
-11% -$31.9K 0.05% 160
2024
Q1 		$333K Sell
40,925
-113,677
-74% -$881K 0.05% 169
2023
Q4 		$1.13M Buy
+154,602
New +$1.09M 0.23% 71

Other funds holding BTX

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
SC
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LM Advisors's BTX Position: Q4 2024 in Review

LM Advisors sold out of BlackRock Technology and Private Equity Term Trust (BTX) in Q4 2024, closing a stake of 31,031 shares — an estimated $234K sold.

LM Advisors first reported a position in BTX in Q4 2023 and held it in 4 quarters. The position peaked at $1.13M in Q4 2023. 111 funds tracked by Wall St. Rank hold BTX as of Q4 2024.

  • LM Advisors reported no remaining BlackRock Technology and Private Equity Term Trust position as of Q4 2024 after selling out during the quarter.
  • LM Advisors sold 31,031 BlackRock Technology and Private Equity Term Trust shares in Q4 2024, an estimated $234K.
  • LM Advisors first reported a position in BlackRock Technology and Private Equity Term Trust in Q4 2023 and held it in 4 quarters.
  • LM Advisors's BlackRock Technology and Private Equity Term Trust position peaked at $1.13M in Q4 2023.
  • 111 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q4 2024.

Based on LM Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.