MWM
BTX

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

Melfa Wealth Management’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
2023
Q1 		– Sell
-12,950
Closed -$88.2K – 139
2022
Q4 		$88.2K Buy
+12,950
New +$92.4K 0.09% 131

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
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
QC
Quantedge Capital Singapore $132M AUM 56.43% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.23B AUM 51.32% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Melfa Wealth Management's BTX Position: Q1 2023 in Review

Melfa Wealth Management sold out of BlackRock Technology and Private Equity Term Trust (BTX) in Q1 2023, closing a stake of 12,950 shares — an estimated $88.2K sold.

Melfa Wealth Management first reported a position in BTX in Q4 2022 and held it in 1 quarter. The position peaked at $88.2K in Q4 2022. 106 funds tracked by Wall St. Rank hold BTX as of Q1 2023.

  • Melfa Wealth Management reported no remaining BlackRock Technology and Private Equity Term Trust position as of Q1 2023 after selling out during the quarter.
  • Melfa Wealth Management sold 12,950 BlackRock Technology and Private Equity Term Trust shares in Q1 2023, an estimated $88.2K.
  • Melfa Wealth Management first reported a position in BlackRock Technology and Private Equity Term Trust in Q4 2022 and held it in 1 quarter.
  • Melfa Wealth Management's BlackRock Technology and Private Equity Term Trust position peaked at $88.2K in Q4 2022.
  • 106 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q1 2023.

Based on Melfa Wealth Management's 13F filing for Q1 2023, filed 20 Apr 2023.