Perigon Wealth Management’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

Perigon Wealth Management’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	-1,076	Closed	-$39K	–	562
2020 Q4	$39K	Buy	+1,076	New	+$33.2K	﹤0.01%	817

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

1CP

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

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

Perigon Wealth Management's BSTZ Position: Q1 2021 in Review

Perigon Wealth Management sold out of BlackRock Science and Technology Term Trust (BSTZ) in Q1 2021, closing a stake of 1,076 shares — an estimated $39K sold.

Perigon Wealth Management first reported a position in BSTZ in Q4 2020 and held it in 1 quarter. The position peaked at $39K in Q4 2020. 90 funds tracked by Wall St. Rank hold BSTZ as of Q1 2021.

Perigon Wealth Management reported no remaining BlackRock Science and Technology Term Trust position as of Q1 2021 after selling out during the quarter.
Perigon Wealth Management sold 1,076 BlackRock Science and Technology Term Trust shares in Q1 2021, an estimated $39K.
Perigon Wealth Management first reported a position in BlackRock Science and Technology Term Trust in Q4 2020 and held it in 1 quarter.
Perigon Wealth Management's BlackRock Science and Technology Term Trust position peaked at $39K in Q4 2020.
90 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q1 2021.

Based on Perigon Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.