Regent Peak Wealth Advisors’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

Regent Peak Wealth 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	-46,642	Closed	-$796K	–	163
2022 Q4	$796K	Buy	46,642 +52	+0.1%	+$884	0.26%	64
2022 Q3	$821K	Buy	+46,590	New	+$960K	0.29%	61
2021 Q1	–	Sell	-525	Closed	-$19K	–	261
2020 Q4	$19K	Buy	+525	New	+$16.2K	0.01%	457

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

Regent Peak Wealth Advisors's BSTZ Position: Q1 2023 in Review

Regent Peak Wealth Advisors sold out of BlackRock Science and Technology Term Trust (BSTZ) in Q1 2023, closing a stake of 46,642 shares — an estimated $796K sold.

Regent Peak Wealth Advisors first reported a position in BSTZ in Q4 2020 and held it in 3 quarters. The position peaked at $821K in Q3 2022. 94 funds tracked by Wall St. Rank hold BSTZ as of Q1 2023.

Regent Peak Wealth Advisors reported no remaining BlackRock Science and Technology Term Trust position as of Q1 2023 after selling out during the quarter.
Regent Peak Wealth Advisors sold 46,642 BlackRock Science and Technology Term Trust shares in Q1 2023, an estimated $796K.
Regent Peak Wealth Advisors first reported a position in BlackRock Science and Technology Term Trust in Q4 2020 and held it in 3 quarters.
Regent Peak Wealth Advisors's BlackRock Science and Technology Term Trust position peaked at $821K in Q3 2022.
94 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q1 2023.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2023, filed 24 Apr 2023.