SGC
BSTZ icon

Slocum, Gordon & Co’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

Slocum, Gordon & 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
2023
Q2 		– Sell
-275
Closed -$5.14K – 125
2023
Q1 		$5.14K Hold
275
– – ﹤0.01% 121
2022
Q4 		$4.3K Buy
+275
New +$4.67K ﹤0.01% 119

Other funds holding BSTZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Slocum, Gordon & Co's BSTZ Position: Q2 2023 in Review

Slocum, Gordon & Co sold out of BlackRock Science and Technology Term Trust (BSTZ) in Q2 2023, closing a stake of 275 shares — an estimated $5.14K sold.

Slocum, Gordon & Co first reported a position in BSTZ in Q4 2022 and held it in 2 quarters. The position peaked at $5.14K in Q1 2023. 90 funds tracked by Wall St. Rank hold BSTZ as of Q2 2023.

  • Slocum, Gordon & Co reported no remaining BlackRock Science and Technology Term Trust position as of Q2 2023 after selling out during the quarter.
  • Slocum, Gordon & Co sold 275 BlackRock Science and Technology Term Trust shares in Q2 2023, an estimated $5.14K.
  • Slocum, Gordon & Co first reported a position in BlackRock Science and Technology Term Trust in Q4 2022 and held it in 2 quarters.
  • Slocum, Gordon & Co's BlackRock Science and Technology Term Trust position peaked at $5.14K in Q1 2023.
  • 90 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q2 2023.

Based on Slocum, Gordon & Co's 13F filing for Q2 2023, filed 23 Oct 2023.