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

Sugarloaf 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
2024
Q1 		– Sell
-1,650
Closed -$27.6K – 686
2023
Q4 		$27.6K Buy
+1,650
New +$26.7K 0.01% 351
2023
Q1 		– Sell
-123
Closed -$1.92K – 717
2022
Q4 		$1.92K Buy
+123
New +$2.09K ﹤0.01% 675
2022
Q3 		– Sell
-116
Closed -$2.39K – 842
2022
Q2 		$2K Buy
116
+4
+4% +$94 ﹤0.01% 691
2022
Q1 		$3K Buy
112
+2
+2% +$60 ﹤0.01% 609
2021
Q4 		$4K Buy
110
+4
+4% +$160 ﹤0.01% 609
2021
Q3 		$4K Buy
106
+1
+1% +$41 ﹤0.01% 622
2021
Q2 		$4K Buy
105
+2
+2% +$76 ﹤0.01% 611
2021
Q1 		$4 Buy
103
+1
+1% +$36 ﹤0.01% 600
2020
Q4 		$4K Buy
102
+2
+2% +$62 ﹤0.01% 567
2020
Q3 		$3K Buy
+100
New +$2.5K ﹤0.01% 565

Other funds holding BSTZ

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
PCR
Potrero Capital Research San Francisco, California $163M AUM 79.07% 1-Year Est. Return

Sugarloaf Wealth Management's BSTZ Position: Q1 2024 in Review

Sugarloaf Wealth Management sold out of BlackRock Science and Technology Term Trust (BSTZ) in Q1 2024, closing a stake of 1,650 shares — an estimated $27.6K sold.

Sugarloaf Wealth Management first reported a position in BSTZ in Q3 2020 and held it in 10 quarters. The position peaked at $27.6K in Q4 2023. 99 funds tracked by Wall St. Rank hold BSTZ as of Q1 2024.

  • Sugarloaf Wealth Management reported no remaining BlackRock Science and Technology Term Trust position as of Q1 2024 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 1,650 BlackRock Science and Technology Term Trust shares in Q1 2024, an estimated $27.6K.
  • Sugarloaf Wealth Management first reported a position in BlackRock Science and Technology Term Trust in Q3 2020 and held it in 10 quarters.
  • Sugarloaf Wealth Management's BlackRock Science and Technology Term Trust position peaked at $27.6K in Q4 2023.
  • 99 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q1 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2024, filed 23 Apr 2024.