SWM
BTX

Sugarloaf Wealth Management’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

Sugarloaf Wealth Management’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
Q1 		– Sell
-1,650
Closed -$12.1K – 718
2023
Q4 		$12.1K Buy
+1,650
New +$11.6K ﹤0.01% 467

Other funds holding BTX

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
SC
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Sugarloaf Wealth Management sold out of BlackRock Technology and Private Equity Term Trust (BTX) in Q1 2024, closing a stake of 1,650 shares — an estimated $12.1K sold.

Sugarloaf Wealth Management first reported a position in BTX in Q4 2023 and held it in 1 quarter. The position peaked at $12.1K in Q4 2023. 110 funds tracked by Wall St. Rank hold BTX as of Q1 2024.

  • Sugarloaf Wealth Management reported no remaining BlackRock Technology and Private Equity Term Trust position as of Q1 2024 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 1,650 BlackRock Technology and Private Equity Term Trust shares in Q1 2024, an estimated $12.1K.
  • Sugarloaf Wealth Management first reported a position in BlackRock Technology and Private Equity Term Trust in Q4 2023 and held it in 1 quarter.
  • Sugarloaf Wealth Management's BlackRock Technology and Private Equity Term Trust position peaked at $12.1K in Q4 2023.
  • 110 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q1 2024.

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