RMA
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Roffman Miller Associates’s BlackRock Science and Technology Trust BST Stock Holding History

Roffman Miller Associates’s Portfolio BST Stock Details BST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-2,000
Closed -$68.9K – 93
2023
Q2 		$68.9K Buy
+2,000
New +$64.8K 0.01% 80

Other funds holding BST

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Roffman Miller Associates's BST Position: Q3 2023 in Review

Roffman Miller Associates sold out of BlackRock Science and Technology Trust (BST) in Q3 2023, closing a stake of 2,000 shares — an estimated $68.9K sold.

Roffman Miller Associates first reported a position in BST in Q2 2023 and held it in 1 quarter. The position peaked at $68.9K in Q2 2023. 101 funds tracked by Wall St. Rank hold BST as of Q3 2023.

  • Roffman Miller Associates reported no remaining BlackRock Science and Technology Trust position as of Q3 2023 after selling out during the quarter.
  • Roffman Miller Associates sold 2,000 BlackRock Science and Technology Trust shares in Q3 2023, an estimated $68.9K.
  • Roffman Miller Associates first reported a position in BlackRock Science and Technology Trust in Q2 2023 and held it in 1 quarter.
  • Roffman Miller Associates's BlackRock Science and Technology Trust position peaked at $68.9K in Q2 2023.
  • 101 funds tracked by Wall St. Rank held BlackRock Science and Technology Trust as of Q3 2023.

Based on Roffman Miller Associates's 13F filing for Q3 2023, filed 9 Nov 2023.