MBFW
BTX

Morton Brown Family Wealth’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

Morton Brown Family 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
2024
Q1 		– Sell
-46
Closed -$337 – 302
2023
Q4 		$337 Buy
+46
New +$323 ﹤0.01% 274

Other funds holding BTX

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morton Brown Family Wealth's BTX Position: Q1 2024 in Review

Morton Brown Family Wealth sold out of BlackRock Technology and Private Equity Term Trust (BTX) in Q1 2024, closing a stake of 46 shares — an estimated $337 sold.

Morton Brown Family Wealth first reported a position in BTX in Q4 2023 and held it in 1 quarter. The position peaked at $337 in Q4 2023. 110 funds tracked by Wall St. Rank hold BTX as of Q1 2024.

  • Morton Brown Family Wealth reported no remaining BlackRock Technology and Private Equity Term Trust position as of Q1 2024 after selling out during the quarter.
  • Morton Brown Family Wealth sold 46 BlackRock Technology and Private Equity Term Trust shares in Q1 2024, an estimated $337.
  • Morton Brown Family Wealth first reported a position in BlackRock Technology and Private Equity Term Trust in Q4 2023 and held it in 1 quarter.
  • Morton Brown Family Wealth's BlackRock Technology and Private Equity Term Trust position peaked at $337 in Q4 2023.
  • 110 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q1 2024.

Based on Morton Brown Family Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.