Money Concepts Capital’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

Money Concepts Capital’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	-1,200	Closed	-$18.8K	–	788
2022 Q4	$18.8K	Buy	+1,200	New	+$20.4K	﹤0.01%	1708
2022 Q3	–	Sell	-375	Closed	-$7K	–	1555
2022 Q2	$7K	Sell	375 -1,417	-79%	-$33.2K	﹤0.01%	1087
2022 Q1	$53K	Buy	+1,792	New	+$53.5K	﹤0.01%	1210

Other funds holding BSTZ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

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

Quantedge Capital Singapore $132M AUM 56.43% 1-Year Est. Return

Money Concepts Capital's BSTZ Position: Q1 2023 in Review

Money Concepts Capital sold out of BlackRock Science and Technology Term Trust (BSTZ) in Q1 2023, closing a stake of 1,200 shares — an estimated $18.8K sold.

Money Concepts Capital first reported a position in BSTZ in Q1 2022 and held it in 3 quarters. The position peaked at $53K in Q1 2022. 94 funds tracked by Wall St. Rank hold BSTZ as of Q1 2023.

Money Concepts Capital reported no remaining BlackRock Science and Technology Term Trust position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 1,200 BlackRock Science and Technology Term Trust shares in Q1 2023, an estimated $18.8K.
Money Concepts Capital first reported a position in BlackRock Science and Technology Term Trust in Q1 2022 and held it in 3 quarters.
Money Concepts Capital's BlackRock Science and Technology Term Trust position peaked at $53K in Q1 2022.
94 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.