Plante Moran Financial Advisors’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

Plante Moran Financial Advisors’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
2023 Q1	–	Sell	-223	Closed	-$3.49K	–	805
2022 Q4	$3.49K	Sell	223 -1,027	-82%	-$17.5K	﹤0.01%	706
2022 Q3	$22K	Hold	1,250	–	–	﹤0.01%	436
2022 Q2	$24K	Hold	1,250	–	–	﹤0.01%	426
2022 Q1	$37K	Hold	1,250	–	–	0.01%	374
2021 Q4	$49K	Hold	1,250	–	–	0.01%	367
2021 Q3	$48K	Hold	1,250	–	–	0.01%	389
2021 Q2	$52K	Hold	1,250	–	–	0.01%	362
2021 Q1	$45K	Buy	+1,250	New	+$45.5K	0.01%	387

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

1CP

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

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Quantedge Capital Singapore $183M AUM 37.27% 1-Year Est. Return

Plante Moran Financial Advisors's BSTZ Position: Q1 2023 in Review

Plante Moran Financial Advisors sold out of BlackRock Science and Technology Term Trust (BSTZ) in Q1 2023, closing a stake of 223 shares — an estimated $3.49K sold.

Plante Moran Financial Advisors first reported a position in BSTZ in Q1 2021 and held it in 8 quarters. The position peaked at $52K in Q2 2021. 94 funds tracked by Wall St. Rank hold BSTZ as of Q1 2023.

Plante Moran Financial Advisors reported no remaining BlackRock Science and Technology Term Trust position as of Q1 2023 after selling out during the quarter.
Plante Moran Financial Advisors sold 223 BlackRock Science and Technology Term Trust shares in Q1 2023, an estimated $3.49K.
Plante Moran Financial Advisors first reported a position in BlackRock Science and Technology Term Trust in Q1 2021 and held it in 8 quarters.
Plante Moran Financial Advisors's BlackRock Science and Technology Term Trust position peaked at $52K in Q2 2021.
94 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q1 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2023, filed 8 May 2023.