Next Financial Group’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

Next Financial Group’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
2021 Q4	$65K	Buy	1,675 +150	+10%	+$5.98K	﹤0.01%	1352
2021 Q3	$59K	Sell	1,525 -3,479	-70%	-$141K	﹤0.01%	1343
2021 Q2	$209K	Buy	5,004 +4,654	+1,330%	+$176K	0.02%	812
2021 Q1	$12K	Sell	350 -361	-51%	-$13.2K	﹤0.01%	1821
2020 Q4	$26K	Hold	711	–	–	﹤0.01%	1433
2020 Q3	$18K	Buy	+711	New	+$17.8K	﹤0.01%	1440
2020 Q2	–	Sell	-640	Closed	-$11K	–	763
2020 Q1	$11K	Buy	+640	New	+$12.6K	﹤0.01%	1491

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

1CP

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

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Next Financial Group's BSTZ Position: Q4 2021 in Review

Next Financial Group increased its BlackRock Science and Technology Term Trust (BSTZ) stake by 9.8% in Q4 2021, buying an estimated $5.98K and bringing the position to 1,675 shares worth $65K. The position accounts for ﹤0.01% of the portfolio, ranked #1352.

Next Financial Group first reported a position in BSTZ in Q1 2020 and has held it in 7 quarters since. The position peaked at $209K in Q2 2021. 110 funds tracked by Wall St. Rank hold BSTZ as of Q4 2021.

Next Financial Group held 1,675 shares of BlackRock Science and Technology Term Trust worth $65K as of Q4 2021.
Next Financial Group bought 150 BlackRock Science and Technology Term Trust shares in Q4 2021, an estimated $5.98K.
BlackRock Science and Technology Term Trust made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1352 holding.
Next Financial Group first reported a position in BlackRock Science and Technology Term Trust in Q1 2020 and has held it in 7 quarters since.
Next Financial Group's BlackRock Science and Technology Term Trust position peaked at $209K in Q2 2021.
110 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.