Shufro Rose & Co’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

Shufro Rose & Co’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	-6,022	Closed	-$235K	–	344
2021 Q4	$235K	Buy	6,022 +250	+4%	+$9.97K	0.02%	261
2021 Q3	$223K	Sell	5,772 -255	-4%	-$10.3K	0.02%	254
2021 Q2	$251K	Buy	6,027 +79	+1%	+$3K	0.02%	243
2021 Q1	$212K	Buy	5,948 +37	+0.6%	+$1.35K	0.02%	256
2020 Q4	$215K	Buy	+5,911	New	+$182K	0.02%	242

Other funds holding BSTZ

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

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 Charlotte, North Carolina $1.37T AUM 24.88% 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

AWA

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

1CP

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

Shufro Rose & Co's BSTZ Position: Q1 2022 in Review

Shufro Rose & Co sold out of BlackRock Science and Technology Term Trust (BSTZ) in Q1 2022, closing a stake of 6,022 shares — an estimated $235K sold.

Shufro Rose & Co first reported a position in BSTZ in Q4 2020 and held it in 5 quarters. The position peaked at $251K in Q2 2021. 100 funds tracked by Wall St. Rank hold BSTZ as of Q1 2022.

Shufro Rose & Co reported no remaining BlackRock Science and Technology Term Trust position as of Q1 2022 after selling out during the quarter.
Shufro Rose & Co sold 6,022 BlackRock Science and Technology Term Trust shares in Q1 2022, an estimated $235K.
Shufro Rose & Co first reported a position in BlackRock Science and Technology Term Trust in Q4 2020 and held it in 5 quarters.
Shufro Rose & Co's BlackRock Science and Technology Term Trust position peaked at $251K in Q2 2021.
100 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q1 2022.

Based on Shufro Rose & Co's 13F filing for Q1 2022, filed 9 May 2022.