OA
BTX

Operose Advisors’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

Operose Advisors’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
2022
Q4 		– Sell
-11,000
Closed -$80K – 387
2022
Q3 		$80K Buy
+11,000
New +$92K 0.05% 123

Other funds holding BTX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
QC
Quantedge Capital Singapore $132M AUM 56.43% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $9.54B AUM 55.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.23B AUM 51.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Operose Advisors's BTX Position: Q4 2022 in Review

Operose Advisors sold out of BlackRock Technology and Private Equity Term Trust (BTX) in Q4 2022, closing a stake of 11,000 shares — an estimated $80K sold.

Operose Advisors first reported a position in BTX in Q3 2022 and held it in 1 quarter. The position peaked at $80K in Q3 2022. 111 funds tracked by Wall St. Rank hold BTX as of Q4 2022.

  • Operose Advisors reported no remaining BlackRock Technology and Private Equity Term Trust position as of Q4 2022 after selling out during the quarter.
  • Operose Advisors sold 11,000 BlackRock Technology and Private Equity Term Trust shares in Q4 2022, an estimated $80K.
  • Operose Advisors first reported a position in BlackRock Technology and Private Equity Term Trust in Q3 2022 and held it in 1 quarter.
  • Operose Advisors's BlackRock Technology and Private Equity Term Trust position peaked at $80K in Q3 2022.
  • 111 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q4 2022.

Based on Operose Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.