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NW
NewEdge Wealth’s
BlackRock Science and Technology Term Trust
BSTZ
Stock Holding History
NewEdge Wealth’s Portfolio
BSTZ Stock Details
BSTZ Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$289K
Sell
13,066
-3,750
-22%
-$84.1K
﹤0.01%
973
2025
Q4
$380K
Hold
16,816
–
–
﹤0.01%
939
2025
Q3
$386K
Sell
16,816
-36,653
-69%
-$788K
0.01%
814
2025
Q2
$1.15M
Sell
53,469
-45,180
-46%
-$840K
0.02%
500
2025
Q1
$1.75M
Sell
98,649
-6,344
-6%
-$129K
0.03%
374
2024
Q4
$2.17M
Buy
104,993
+3,000
+3%
+$61.9K
0.04%
334
2024
Q3
$1.96M
Buy
101,993
+62,060
+155%
+$1.19M
0.04%
358
2024
Q2
$795K
Sell
39,933
-1,500
-4%
-$28.1K
0.02%
452
2024
Q1
$728K
Sell
41,433
-18,163
-30%
-$326K
0.02%
476
2023
Q4
$996K
Sell
59,596
-2,730
-4%
-$44.1K
0.03%
399
2023
Q3
$1.03M
Buy
62,326
+8,408
+16%
+$149K
0.03%
349
2023
Q2
$976K
Buy
53,918
+7,773
+17%
+$134K
0.03%
359
2023
Q1
$862K
Buy
46,145
+11,568
+33%
+$203K
0.03%
332
2022
Q4
$541K
Buy
34,577
+11,128
+47%
+$189K
0.02%
357
2022
Q3
$414K
Buy
23,449
+3,272
+16%
+$67.4K
0.02%
376
2022
Q2
$395K
Buy
+20,177
New
+$473K
0.02%
423
Other funds holding BSTZ
SCM
Saba Capital Management
New York
$3.12B AUM
13%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
RCM
Rivernorth Capital Management
West Palm Beach, Florida
$2B AUM
0.66%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Lazard Asset Management
New York
$60.7B AUM
22.47%
1-Year Est. Return
WS
Wedbush Securities
Los Angeles, California
$3.43B AUM
24.13%
1-Year Est. Return
KIM
Karpus Investment Management
Pittsford, New York
$3.21B AUM
6.83%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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