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 $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

RJFSA

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

Quantedge Capital Singapore $183M AUM 37.27% 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.