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Selective Wealth Management’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

Selective Wealth Management’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
2022
Q4 		– Sell
-1,468
Closed -$26K – 197
2022
Q3 		$26K Buy
+1,468
New +$30.2K 0.01% 387

Other funds holding BSTZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
QC
Quantedge Capital Singapore $183M AUM 37.27% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Selective Wealth Management's BSTZ Position: Q4 2022 in Review

Selective Wealth Management sold out of BlackRock Science and Technology Term Trust (BSTZ) in Q4 2022, closing a stake of 1,468 shares — an estimated $26K sold.

Selective Wealth Management first reported a position in BSTZ in Q3 2022 and held it in 1 quarter. The position peaked at $26K in Q3 2022. 104 funds tracked by Wall St. Rank hold BSTZ as of Q4 2022.

  • Selective Wealth Management reported no remaining BlackRock Science and Technology Term Trust position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 1,468 BlackRock Science and Technology Term Trust shares in Q4 2022, an estimated $26K.
  • Selective Wealth Management first reported a position in BlackRock Science and Technology Term Trust in Q3 2022 and held it in 1 quarter.
  • Selective Wealth Management's BlackRock Science and Technology Term Trust position peaked at $26K in Q3 2022.
  • 104 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.