Sequoia Financial Advisors’s BlackRock Science and Technology Trust BST Stock Holding History

Sequoia Financial 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	-5,901	Closed	-$255K	–	604
2022 Q1	$255K	Sell	5,901 -66	-1%	-$2.92K	0.01%	547
2021 Q4	$298K	Buy	+5,967	New	+$313K	0.01%	444
2021 Q3	–	Sell	-4,413	Closed	-$263K	–	280
2021 Q2	$263K	Sell	4,413 -53	-1%	-$3.02K	0.01%	402
2021 Q1	$239K	Sell	4,466 -1,665	-27%	-$90.4K	0.01%	389
2020 Q4	$323K	Hold	6,131	–	–	0.01%	311
2020 Q3	$261K	Buy	+6,131	New	+$248K	0.01%	321

Other funds holding BST

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

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

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

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

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

Sequoia Financial Advisors's BST Position: Q2 2022 in Review

Sequoia Financial Advisors sold out of BlackRock Science and Technology Trust (BST) in Q2 2022, closing a stake of 5,901 shares — an estimated $255K sold.

Sequoia Financial Advisors first reported a position in BST in Q3 2020 and held it in 6 quarters. The position peaked at $323K in Q4 2020. 98 funds tracked by Wall St. Rank hold BST as of Q2 2022.

Sequoia Financial Advisors reported no remaining BlackRock Science and Technology Trust position as of Q2 2022 after selling out during the quarter.
Sequoia Financial Advisors sold 5,901 BlackRock Science and Technology Trust shares in Q2 2022, an estimated $255K.
Sequoia Financial Advisors first reported a position in BlackRock Science and Technology Trust in Q3 2020 and held it in 6 quarters.
Sequoia Financial Advisors's BlackRock Science and Technology Trust position peaked at $323K in Q4 2020.
98 funds tracked by Wall St. Rank held BlackRock Science and Technology Trust as of Q2 2022.

Based on Sequoia Financial Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.