Spire Wealth Management’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

Spire Wealth Management’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
2022 Q3	–	Sell	-100	Closed	-$2K	–	2220
2022 Q2	$2K	Sell	100 -1,847	-95%	-$43.3K	﹤0.01%	2331
2022 Q1	$57K	Sell	1,947 -619	-24%	-$18.5K	﹤0.01%	1399
2021 Q4	$100K	Hold	2,566	–	–	﹤0.01%	1405
2021 Q3	$99K	Hold	2,566	–	–	﹤0.01%	1198
2021 Q2	$107K	Buy	2,566 +296	+13%	+$11.2K	﹤0.01%	1162
2021 Q1	$81K	Buy	+2,270	New	+$82.7K	﹤0.01%	1485

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

KIM

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

RJA

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Spire Wealth Management's BSTZ Position: Q3 2022 in Review

Spire Wealth Management sold out of BlackRock Science and Technology Term Trust (BSTZ) in Q3 2022, closing a stake of 100 shares — an estimated $2K sold.

Spire Wealth Management first reported a position in BSTZ in Q1 2021 and held it in 6 quarters. The position peaked at $107K in Q2 2021. 81 funds tracked by Wall St. Rank hold BSTZ as of Q3 2022.

Spire Wealth Management reported no remaining BlackRock Science and Technology Term Trust position as of Q3 2022 after selling out during the quarter.
Spire Wealth Management sold 100 BlackRock Science and Technology Term Trust shares in Q3 2022, an estimated $2K.
Spire Wealth Management first reported a position in BlackRock Science and Technology Term Trust in Q1 2021 and held it in 6 quarters.
Spire Wealth Management's BlackRock Science and Technology Term Trust position peaked at $107K in Q2 2021.
81 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.