PFS
BTX

Prospera Financial Services’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

Prospera Financial Services’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
Q2 		– Sell
-288
Closed -$3K – 2665
2022
Q1 		$3K Buy
+288
New +$3.63K ﹤0.01% 2429

Other funds holding BTX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
QC
Quantedge Capital Singapore $132M AUM 56.43% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Prospera Financial Services's BTX Position: Q2 2022 in Review

Prospera Financial Services sold out of BlackRock Technology and Private Equity Term Trust (BTX) in Q2 2022, closing a stake of 288 shares — an estimated $3K sold.

Prospera Financial Services first reported a position in BTX in Q1 2022 and held it in 1 quarter. The position peaked at $3K in Q1 2022. 92 funds tracked by Wall St. Rank hold BTX as of Q2 2022.

  • Prospera Financial Services reported no remaining BlackRock Technology and Private Equity Term Trust position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 288 BlackRock Technology and Private Equity Term Trust shares in Q2 2022, an estimated $3K.
  • Prospera Financial Services first reported a position in BlackRock Technology and Private Equity Term Trust in Q1 2022 and held it in 1 quarter.
  • Prospera Financial Services's BlackRock Technology and Private Equity Term Trust position peaked at $3K in Q1 2022.
  • 92 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.