SC
BTX

Stephens Consulting’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

Stephens Consulting’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
Q3 		– Sell
-250
Closed -$1.81K – 664
2024
Q2 		$1.81K Hold
250
– – ﹤0.01% 525
2024
Q1 		$2.04K Sell
250
-10
-4% -$78 ﹤0.01% 421
2023
Q4 		$1.91K Hold
260
– – ﹤0.01% 431
2023
Q3 		$1.81K Hold
260
– – ﹤0.01% 442
2023
Q2 		$2.04K Buy
260
+10
+4% +$76 ﹤0.01% 438
2023
Q1 		$2.01K Hold
250
– – ﹤0.01% 459
2022
Q4 		$1.7K Hold
250
– – ﹤0.01% 437
2022
Q3 		$1.82K Hold
250
– – ﹤0.01% 492
2022
Q2 		$1.99K Buy
+250
New +$2.25K ﹤0.01% 477

Other funds holding BTX

SCM
Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
SC
Sessa Capital New York $5.26B AUM 47.23% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return