Semus Wealth Partners’s BlackRock Science and Technology Trust BST Stock Holding History

Semus Wealth Partners’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
2024 Q3	–	Sell	-6,718	Closed	-$253K	–	123
2024 Q2	$253K	Sell	6,718 -1,747	-21%	-$63K	0.2%	91
2024 Q1	$313K	Sell	8,465 -746	-8%	-$26.8K	0.26%	86
2023 Q4	$310K	Sell	9,211 -46	-0.5%	-$1.51K	0.25%	85
2023 Q3	$291K	Sell	9,257 -47	-0.5%	-$1.56K	0.27%	85
2023 Q2	$320K	Buy	9,304 +257	+3%	+$8.33K	0.29%	76
2023 Q1	$293K	Sell	9,047 -354	-4%	-$11.3K	0.31%	81
2022 Q4	$267K	Buy	+9,401	New	+$286K	0.32%	78

Other funds holding BST

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

1CP

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Semus Wealth Partners's BST Position: Q3 2024 in Review

Semus Wealth Partners sold out of BlackRock Science and Technology Trust (BST) in Q3 2024, closing a stake of 6,718 shares — an estimated $253K sold.

Semus Wealth Partners first reported a position in BST in Q4 2022 and held it in 7 quarters. The position peaked at $320K in Q2 2023. 117 funds tracked by Wall St. Rank hold BST as of Q3 2024.

Semus Wealth Partners reported no remaining BlackRock Science and Technology Trust position as of Q3 2024 after selling out during the quarter.
Semus Wealth Partners sold 6,718 BlackRock Science and Technology Trust shares in Q3 2024, an estimated $253K.
Semus Wealth Partners first reported a position in BlackRock Science and Technology Trust in Q4 2022 and held it in 7 quarters.
Semus Wealth Partners's BlackRock Science and Technology Trust position peaked at $320K in Q2 2023.
117 funds tracked by Wall St. Rank held BlackRock Science and Technology Trust as of Q3 2024.

Based on Semus Wealth Partners's 13F filing for Q3 2024, filed 7 Nov 2024.