Strategic Advisors’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

Strategic Advisors’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
2022 Q1	–	Sell	-25,000	Closed	-$363K	–	212
2021 Q4	$363K	Hold	25,000	–	–	0.05%	161
2021 Q3	$452K	Buy	+25,000	New	+$486K	0.1%	138

Other funds holding BTX

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

KIM

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

AWA

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Strategic Advisors's BTX Position: Q1 2022 in Review

Strategic Advisors sold out of BlackRock Technology and Private Equity Term Trust (BTX) in Q1 2022, closing a stake of 25,000 shares — an estimated $363K sold.

Strategic Advisors first reported a position in BTX in Q3 2021 and held it in 2 quarters. The position peaked at $452K in Q3 2021. 84 funds tracked by Wall St. Rank hold BTX as of Q1 2022.

Strategic Advisors reported no remaining BlackRock Technology and Private Equity Term Trust position as of Q1 2022 after selling out during the quarter.
Strategic Advisors sold 25,000 BlackRock Technology and Private Equity Term Trust shares in Q1 2022, an estimated $363K.
Strategic Advisors first reported a position in BlackRock Technology and Private Equity Term Trust in Q3 2021 and held it in 2 quarters.
Strategic Advisors's BlackRock Technology and Private Equity Term Trust position peaked at $452K in Q3 2021.
84 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q1 2022.

Based on Strategic Advisors's 13F filing for Q1 2022, filed 10 May 2022.