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

Masso Torrence 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
2022
Q1 		– Sell
-359
Closed -$18K – 108
2021
Q4 		$18K Buy
+359
New +$18.8K 0.01% 228

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RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Invesco
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Masso Torrence Wealth Management's BST Position: Q1 2022 in Review

Masso Torrence Wealth Management sold out of BlackRock Science and Technology Trust (BST) in Q1 2022, closing a stake of 359 shares — an estimated $18K sold.

Masso Torrence Wealth Management first reported a position in BST in Q4 2021 and held it in 1 quarter. The position peaked at $18K in Q4 2021. 114 funds tracked by Wall St. Rank hold BST as of Q1 2022.

  • Masso Torrence Wealth Management reported no remaining BlackRock Science and Technology Trust position as of Q1 2022 after selling out during the quarter.
  • Masso Torrence Wealth Management sold 359 BlackRock Science and Technology Trust shares in Q1 2022, an estimated $18K.
  • Masso Torrence Wealth Management first reported a position in BlackRock Science and Technology Trust in Q4 2021 and held it in 1 quarter.
  • Masso Torrence Wealth Management's BlackRock Science and Technology Trust position peaked at $18K in Q4 2021.
  • 114 funds tracked by Wall St. Rank held BlackRock Science and Technology Trust as of Q1 2022.

Based on Masso Torrence Wealth Management's 13F filing for Q1 2022, filed 26 Apr 2022.