SkyView Investment Advisors’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

SkyView Investment Advisors’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 Q2	–	Sell	-30,000	Closed	-$244K	–	367
2024 Q1	$244K	Sell	30,000 -20,000	-40%	-$155K	0.05%	240
2023 Q4	$367K	Hold	50,000	–	–	0.09%	96
2023 Q3	$348K	Hold	50,000	–	–	0.14%	201
2023 Q2	$393K	Hold	50,000	–	–	0.1%	264
2023 Q1	$402K	Buy	+50,000	New	+$372K	0.09%	255

Other funds holding BTX

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

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

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return

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

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

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

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

RJA

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

SkyView Investment Advisors's BTX Position: Q2 2024 in Review

SkyView Investment Advisors sold out of BlackRock Technology and Private Equity Term Trust (BTX) in Q2 2024, closing a stake of 30,000 shares — an estimated $244K sold.

SkyView Investment Advisors first reported a position in BTX in Q1 2023 and held it in 5 quarters. The position peaked at $402K in Q1 2023. 121 funds tracked by Wall St. Rank hold BTX as of Q2 2024.

SkyView Investment Advisors reported no remaining BlackRock Technology and Private Equity Term Trust position as of Q2 2024 after selling out during the quarter.
SkyView Investment Advisors sold 30,000 BlackRock Technology and Private Equity Term Trust shares in Q2 2024, an estimated $244K.
SkyView Investment Advisors first reported a position in BlackRock Technology and Private Equity Term Trust in Q1 2023 and held it in 5 quarters.
SkyView Investment Advisors's BlackRock Technology and Private Equity Term Trust position peaked at $402K in Q1 2023.
121 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q2 2024.

Based on SkyView Investment Advisors's 13F filing for Q2 2024, filed 15 Aug 2024.