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Pathstone Family Office’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

Pathstone Family Office’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
Q1 		– Sell
-2,800
Closed -$102K – 754
2020
Q4 		$102K Buy
+2,800
New +$86.3K ﹤0.01% 385

Other funds holding BSTZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
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
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Pathstone Family Office's BSTZ Position: Q1 2021 in Review

Pathstone Family Office sold out of BlackRock Science and Technology Term Trust (BSTZ) in Q1 2021, closing a stake of 2,800 shares — an estimated $102K sold.

Pathstone Family Office first reported a position in BSTZ in Q4 2020 and held it in 1 quarter. The position peaked at $102K in Q4 2020. 90 funds tracked by Wall St. Rank hold BSTZ as of Q1 2021.

  • Pathstone Family Office reported no remaining BlackRock Science and Technology Term Trust position as of Q1 2021 after selling out during the quarter.
  • Pathstone Family Office sold 2,800 BlackRock Science and Technology Term Trust shares in Q1 2021, an estimated $102K.
  • Pathstone Family Office first reported a position in BlackRock Science and Technology Term Trust in Q4 2020 and held it in 1 quarter.
  • Pathstone Family Office's BlackRock Science and Technology Term Trust position peaked at $102K in Q4 2020.
  • 90 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q1 2021.

Based on Pathstone Family Office's 13F filing for Q1 2021, filed 14 May 2021.