PCTC
BTX

Perkins Coie Trust Company’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

Perkins Coie Trust Company’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
2023
Q2 		– Sell
-5,909
Closed -$47.4K – 252
2023
Q1 		$47.4K Buy
+5,909
New +$44K 0.01% 131

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
QC
Quantedge Capital Singapore $183M AUM 37.27% 1-Year Est. Return

Perkins Coie Trust Company's BTX Position: Q2 2023 in Review

Perkins Coie Trust Company sold out of BlackRock Technology and Private Equity Term Trust (BTX) in Q2 2023, closing a stake of 5,909 shares — an estimated $47.4K sold.

Perkins Coie Trust Company first reported a position in BTX in Q1 2023 and held it in 1 quarter. The position peaked at $47.4K in Q1 2023. 106 funds tracked by Wall St. Rank hold BTX as of Q2 2023.

  • Perkins Coie Trust Company reported no remaining BlackRock Technology and Private Equity Term Trust position as of Q2 2023 after selling out during the quarter.
  • Perkins Coie Trust Company sold 5,909 BlackRock Technology and Private Equity Term Trust shares in Q2 2023, an estimated $47.4K.
  • Perkins Coie Trust Company first reported a position in BlackRock Technology and Private Equity Term Trust in Q1 2023 and held it in 1 quarter.
  • Perkins Coie Trust Company's BlackRock Technology and Private Equity Term Trust position peaked at $47.4K in Q1 2023.
  • 106 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q2 2023.

Based on Perkins Coie Trust Company's 13F filing for Q2 2023, filed 14 Jul 2023.