NWMP
BTX

Noble Wealth Management PBC’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

Noble Wealth Management PBC’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
2025
Q1 		$209K Buy
+33,400
New +$248K 0.14% 126

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return

Noble Wealth Management PBC's BTX Position: Q1 2025 in Review

Noble Wealth Management PBC opened a new position in BlackRock Technology and Private Equity Term Trust (BTX) in Q1 2025: 33,400 shares worth $209K. The stake represents 0.14% of the portfolio and ranks #126 among its holdings.

114 funds tracked by Wall St. Rank hold BTX as of Q1 2025.

  • Noble Wealth Management PBC held 33,400 shares of BlackRock Technology and Private Equity Term Trust worth $209K as of Q1 2025.
  • BlackRock Technology and Private Equity Term Trust was a new Noble Wealth Management PBC position in Q1 2025.
  • BlackRock Technology and Private Equity Term Trust made up 0.14% of Noble Wealth Management PBC's portfolio in Q1 2025, its #126 holding.
  • 114 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q1 2025.

Based on Noble Wealth Management PBC's 13F filing for Q1 2025, filed 15 Apr 2025.