Retirement Group’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

Retirement Group’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
2024 Q1	$17.1K	Sell	884 -98	-10%	-$1.76K	0.01%	381
2023 Q4	$16.4K	Hold	982	–	–	0.01%	372
2023 Q3	$16.2K	Hold	982	–	–	0.01%	347
2023 Q2	$17.8K	Buy	982 +17	+2%	+$292	0.01%	335
2023 Q1	$18K	Buy	965 +37	+4%	+$650	0.01%	313
2022 Q4	$15K	Buy	+928	New	+$15.8K	0.01%	306
2022 Q3	–	Sell	-1,976	Closed	-$39K	–	519
2022 Q2	$39K	Buy	1,976 +1,001	+103%	+$23.5K	0.02%	238
2022 Q1	$29K	Buy	975 +835	+596%	+$24.9K	0.01%	279
2021 Q4	$5K	Buy	+140	New	+$5.58K	﹤0.01%	512

Other funds holding BSTZ

SCM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

KIM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

1CP

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

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

PCR

Potrero Capital Research San Francisco, California $163M AUM 79.07% 1-Year Est. Return

Retirement Group's BSTZ Position: Q1 2024 in Review

Retirement Group reduced its BlackRock Science and Technology Term Trust (BSTZ) stake by 10% in Q1 2024, selling an estimated $1.76K and leaving 884 shares worth $17.1K. The position accounts for 0.01% of the portfolio, ranked #381.

Retirement Group first reported a position in BSTZ in Q4 2021 and has held it in 9 quarters since. The position peaked at $39K in Q2 2022. 99 funds tracked by Wall St. Rank hold BSTZ as of Q1 2024.

Retirement Group held 884 shares of BlackRock Science and Technology Term Trust worth $17.1K as of Q1 2024.
Retirement Group sold 98 BlackRock Science and Technology Term Trust shares in Q1 2024, an estimated $1.76K.
BlackRock Science and Technology Term Trust made up 0.01% of Retirement Group's portfolio in Q1 2024, its #381 holding.
Retirement Group first reported a position in BlackRock Science and Technology Term Trust in Q4 2021 and has held it in 9 quarters since.
Retirement Group's BlackRock Science and Technology Term Trust position peaked at $39K in Q2 2022.
99 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.