ShoreHaven Wealth Partners’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

ShoreHaven Wealth Partners’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 Q1	–	Sell	-6,401	Closed	-$249K	–	65
2021 Q4	$249K	Buy	6,401 +99	+2%	+$3.95K	0.12%	41
2021 Q3	$243K	Buy	6,302 +28	+0.4%	+$1.14K	0.13%	42
2021 Q2	$261K	Buy	6,274 +104	+2%	+$3.94K	0.14%	44
2021 Q1	$220K	Buy	6,170 +24	+0.4%	+$875	0.12%	49
2020 Q4	$224K	Buy	+6,146	New	+$189K	0.13%	47

Other funds holding BSTZ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJA

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

ShoreHaven Wealth Partners's BSTZ Position: Q1 2022 in Review

ShoreHaven Wealth Partners sold out of BlackRock Science and Technology Term Trust (BSTZ) in Q1 2022, closing a stake of 6,401 shares — an estimated $249K sold.

ShoreHaven Wealth Partners first reported a position in BSTZ in Q4 2020 and held it in 5 quarters. The position peaked at $261K in Q2 2021. 99 funds tracked by Wall St. Rank hold BSTZ as of Q1 2022.

ShoreHaven Wealth Partners reported no remaining BlackRock Science and Technology Term Trust position as of Q1 2022 after selling out during the quarter.
ShoreHaven Wealth Partners sold 6,401 BlackRock Science and Technology Term Trust shares in Q1 2022, an estimated $249K.
ShoreHaven Wealth Partners first reported a position in BlackRock Science and Technology Term Trust in Q4 2020 and held it in 5 quarters.
ShoreHaven Wealth Partners's BlackRock Science and Technology Term Trust position peaked at $261K in Q2 2021.
99 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q1 2022.

Based on ShoreHaven Wealth Partners's 13F filing for Q1 2022, filed 13 May 2022.