Sowell Financial Services’s BlackRock Science and Technology Trust BST Stock Holding History

Sowell Financial Services’s Portfolio BST Stock Details BST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-21,245	Closed	-$753K	–	513
2024 Q3	$753K	Sell	21,245 -17,682	-45%	-$625K	0.04%	393
2024 Q2	$1.47M	Sell	38,927 -15,859	-29%	-$572K	0.07%	279
2024 Q1	$2.02M	Sell	54,786 -4,052	-7%	-$146K	0.1%	236
2023 Q4	$1.98M	Sell	58,838 -6,163	-9%	-$203K	0.11%	211
2023 Q3	$2.04M	Sell	65,001 -1,655	-2%	-$55.1K	0.13%	180
2023 Q2	$2.3M	Buy	+66,656	New	+$2.16M	0.13%	183
2023 Q1	–	Sell	-78,179	Closed	-$2.22M	–	764
2022 Q4	$2.22M	Buy	+78,179	New	+$2.38M	0.14%	172
2022 Q3	–	Sell	-12,996	Closed	-$298K	–	407
2022 Q2	$298K	Buy	+12,996	New	+$483K	0.03%	255

Other funds holding BST

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

1CP

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

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Sowell Financial Services's BST Position: Q4 2024 in Review

Sowell Financial Services sold out of BlackRock Science and Technology Trust (BST) in Q4 2024, closing a stake of 21,245 shares — an estimated $753K sold.

Sowell Financial Services first reported a position in BST in Q2 2022 and held it in 8 quarters. The position peaked at $2.3M in Q2 2023. 120 funds tracked by Wall St. Rank hold BST as of Q4 2024.

Sowell Financial Services reported no remaining BlackRock Science and Technology Trust position as of Q4 2024 after selling out during the quarter.
Sowell Financial Services sold 21,245 BlackRock Science and Technology Trust shares in Q4 2024, an estimated $753K.
Sowell Financial Services first reported a position in BlackRock Science and Technology Trust in Q2 2022 and held it in 8 quarters.
Sowell Financial Services's BlackRock Science and Technology Trust position peaked at $2.3M in Q2 2023.
120 funds tracked by Wall St. Rank held BlackRock Science and Technology Trust as of Q4 2024.

Based on Sowell Financial Services's 13F filing for Q4 2024, filed 7 Feb 2025.