SLWA
BST icon

San Luis Wealth Advisors’s BlackRock Science and Technology Trust BST Stock Holding History

San Luis Wealth Advisors’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
2022
Q2 		– Sell
-2,518
Closed -$126K – 117
2022
Q1 		$126K Buy
+2,518
New +$111K 0.06% 183

Other funds holding BST

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
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

San Luis Wealth Advisors's BST Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of BlackRock Science and Technology Trust (BST) in Q2 2022, closing a stake of 2,518 shares — an estimated $126K sold.

San Luis Wealth Advisors first reported a position in BST in Q1 2022 and held it in 1 quarter. The position peaked at $126K in Q1 2022. 98 funds tracked by Wall St. Rank hold BST as of Q2 2022.

  • San Luis Wealth Advisors reported no remaining BlackRock Science and Technology Trust position as of Q2 2022 after selling out during the quarter.
  • San Luis Wealth Advisors sold 2,518 BlackRock Science and Technology Trust shares in Q2 2022, an estimated $126K.
  • San Luis Wealth Advisors first reported a position in BlackRock Science and Technology Trust in Q1 2022 and held it in 1 quarter.
  • San Luis Wealth Advisors's BlackRock Science and Technology Trust position peaked at $126K in Q1 2022.
  • 98 funds tracked by Wall St. Rank held BlackRock Science and Technology Trust as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.