Smart Portfolios LLC’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

Smart Portfolios LLC’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
2021 Q4	–	Sell	-6,276	Closed	-$242K	–	56
2021 Q3	$242K	Sell	6,276 -245	-4%	-$9.94K	0.19%	47
2021 Q2	$272K	Buy	6,521 +185	+3%	+$7.01K	0.21%	43
2021 Q1	$226K	Buy	+6,336	New	+$231K	0.19%	37

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

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

1CP

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

AWA

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Smart Portfolios LLC's BSTZ Position: Q4 2021 in Review

Smart Portfolios LLC sold out of BlackRock Science and Technology Term Trust (BSTZ) in Q4 2021, closing a stake of 6,276 shares — an estimated $242K sold.

Smart Portfolios LLC first reported a position in BSTZ in Q1 2021 and held it in 3 quarters. The position peaked at $272K in Q2 2021. 110 funds tracked by Wall St. Rank hold BSTZ as of Q4 2021.

Smart Portfolios LLC reported no remaining BlackRock Science and Technology Term Trust position as of Q4 2021 after selling out during the quarter.
Smart Portfolios LLC sold 6,276 BlackRock Science and Technology Term Trust shares in Q4 2021, an estimated $242K.
Smart Portfolios LLC first reported a position in BlackRock Science and Technology Term Trust in Q1 2021 and held it in 3 quarters.
Smart Portfolios LLC's BlackRock Science and Technology Term Trust position peaked at $272K in Q2 2021.
110 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q4 2021.

Based on Smart Portfolios LLC's 13F filing for Q4 2021, filed 26 Jan 2022.