MW
BTX

Marcum Wealth’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

Marcum Wealth’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
2022
Q2 		– Sell
-15,000
Closed -$171K – 423
2022
Q1 		$171K Hold
15,000
– – 0.02% 323
2021
Q4 		$218K Hold
15,000
– – 0.03% 311
2021
Q3 		$272K Buy
+15,000
New +$292K 0.04% 256

Other funds holding BTX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
QC
Quantedge Capital Singapore $132M AUM 56.43% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Marcum Wealth's BTX Position: Q2 2022 in Review

Marcum Wealth sold out of BlackRock Technology and Private Equity Term Trust (BTX) in Q2 2022, closing a stake of 15,000 shares — an estimated $171K sold.

Marcum Wealth first reported a position in BTX in Q3 2021 and held it in 3 quarters. The position peaked at $272K in Q3 2021. 92 funds tracked by Wall St. Rank hold BTX as of Q2 2022.

  • Marcum Wealth reported no remaining BlackRock Technology and Private Equity Term Trust position as of Q2 2022 after selling out during the quarter.
  • Marcum Wealth sold 15,000 BlackRock Technology and Private Equity Term Trust shares in Q2 2022, an estimated $171K.
  • Marcum Wealth first reported a position in BlackRock Technology and Private Equity Term Trust in Q3 2021 and held it in 3 quarters.
  • Marcum Wealth's BlackRock Technology and Private Equity Term Trust position peaked at $272K in Q3 2021.
  • 92 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q2 2022.

Based on Marcum Wealth's 13F filing for Q2 2022, filed 14 Jul 2022.