NFG
BTX

Next Financial Group’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

Next Financial Group’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
2021
Q4 		$1K Buy
+100
New +$1.66K ﹤0.01% 2820

Other funds holding BTX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

Next Financial Group opened a new position in BlackRock Technology and Private Equity Term Trust (BTX) in Q4 2021: 100 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #2820 among its holdings.

81 funds tracked by Wall St. Rank hold BTX as of Q4 2021.

  • Next Financial Group held 100 shares of BlackRock Technology and Private Equity Term Trust worth $1K as of Q4 2021.
  • BlackRock Technology and Private Equity Term Trust was a new Next Financial Group position in Q4 2021.
  • BlackRock Technology and Private Equity Term Trust made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2820 holding.
  • 81 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q4 2021.

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