PIN
BTX

Prudent Investors Network’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

Prudent Investors Network’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
2024
Q2 		– Sell
-21,317
Closed -$174K – 53
2024
Q1 		$174K Buy
+21,317
New +$165K 0.07% 43

Other funds holding BTX

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SC
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Prudent Investors Network's BTX Position: Q2 2024 in Review

Prudent Investors Network sold out of BlackRock Technology and Private Equity Term Trust (BTX) in Q2 2024, closing a stake of 21,317 shares — an estimated $174K sold.

Prudent Investors Network first reported a position in BTX in Q1 2024 and held it in 1 quarter. The position peaked at $174K in Q1 2024. 121 funds tracked by Wall St. Rank hold BTX as of Q2 2024.

  • Prudent Investors Network reported no remaining BlackRock Technology and Private Equity Term Trust position as of Q2 2024 after selling out during the quarter.
  • Prudent Investors Network sold 21,317 BlackRock Technology and Private Equity Term Trust shares in Q2 2024, an estimated $174K.
  • Prudent Investors Network first reported a position in BlackRock Technology and Private Equity Term Trust in Q1 2024 and held it in 1 quarter.
  • Prudent Investors Network's BlackRock Technology and Private Equity Term Trust position peaked at $174K in Q1 2024.
  • 121 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q2 2024.

Based on Prudent Investors Network's 13F filing for Q2 2024, filed 31 Jul 2024.