Sterling Investment Advisors (Pennsylvania)’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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	-6	Closed	–	–	181
2022 Q2	$0	Hold	6	–	–	﹤0.01%	562
2022 Q1	$0	Buy	+6	New	+$179	﹤0.01%	584
2021 Q4	–	Sell	-6	Closed	–	–	569
2021 Q3	$0	Hold	6	–	–	﹤0.01%	573
2021 Q2	$0	Hold	6	–	–	﹤0.01%	540
2021 Q1	$0	Hold	6	–	–	﹤0.01%	510
2020 Q4	$0	Buy	+6	New	+$185	﹤0.01%	448
2020 Q3	–	Sell	-6	Closed	–	–	434
2020 Q2	$0	Hold	6	–	–	﹤0.01%	418
2020 Q1	$0	Buy	+6	New	+$118	﹤0.01%	397

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

Sterling Investment Advisors (Pennsylvania)'s BSTZ Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of BlackRock Science and Technology Term Trust (BSTZ) in Q3 2022, closing a stake of 6 shares.

Sterling Investment Advisors (Pennsylvania) first reported a position in BSTZ in Q1 2020 and held it in 8 quarters. The position peaked at $0 in Q2 2022. 81 funds tracked by Wall St. Rank hold BSTZ as of Q3 2022.

Sterling Investment Advisors (Pennsylvania) reported no remaining BlackRock Science and Technology Term Trust position as of Q3 2022 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 6 BlackRock Science and Technology Term Trust shares in Q3 2022.
Sterling Investment Advisors (Pennsylvania) first reported a position in BlackRock Science and Technology Term Trust in Q1 2020 and held it in 8 quarters.
Sterling Investment Advisors (Pennsylvania)'s BlackRock Science and Technology Term Trust position peaked at $0 in Q2 2022.
81 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.