SignatureFD’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

SignatureFD’s Portfolio BTX Stock Details BTX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1	Closed	-$8	–	3422
2024 Q3	$8	Buy	+1	New	+$7	﹤0.01%	3226
2023 Q2	–	Sell	-2,664	Closed	-$21.4K	–	3385
2023 Q1	$21.4K	Hold	2,664	–	–	﹤0.01%	1834
2022 Q4	$18.1K	Hold	2,664	–	–	﹤0.01%	1854
2022 Q3	$19K	Hold	2,664	–	–	﹤0.01%	1769
2022 Q2	$21K	Buy	2,664 +23	+0.9%	+$207	﹤0.01%	1763
2022 Q1	$30K	Buy	+2,641	New	+$33.3K	﹤0.01%	1639
2021 Q4	–	Sell	-12,691	Closed	-$230K	–	3296
2021 Q3	$230K	Buy	12,691 +191	+2%	+$3.71K	0.01%	633
2021 Q2	$254K	Hold	12,500	–	–	0.01%	570
2021 Q1	$254K	Buy	+12,500	New	+$252K	0.01%	504

Other funds holding BTX

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

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

SignatureFD's BTX Position: Q4 2024 in Review

SignatureFD sold out of BlackRock Technology and Private Equity Term Trust (BTX) in Q4 2024, closing a stake of 1 share — an estimated $8 sold.

SignatureFD first reported a position in BTX in Q1 2021 and held it in 9 quarters. The position peaked at $254K in Q2 2021. 112 funds tracked by Wall St. Rank hold BTX as of Q4 2024.

SignatureFD reported no remaining BlackRock Technology and Private Equity Term Trust position as of Q4 2024 after selling out during the quarter.
SignatureFD sold 1 BlackRock Technology and Private Equity Term Trust share in Q4 2024, an estimated $8.
SignatureFD first reported a position in BlackRock Technology and Private Equity Term Trust in Q1 2021 and held it in 9 quarters.
SignatureFD's BlackRock Technology and Private Equity Term Trust position peaked at $254K in Q2 2021.
112 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q4 2024.

Based on SignatureFD's 13F filing for Q4 2024, filed 10 Feb 2025.