Ten Capital Wealth Advisors’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

Ten Capital Wealth 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 Q3	–	Sell	-1,250	Closed	-$10K	–	639
2022 Q2	$10K	Hold	1,250	–	–	﹤0.01%	266
2022 Q1	$14K	Hold	1,250	–	–	0.01%	258
2021 Q4	$18K	Hold	1,250	–	–	0.01%	239
2021 Q3	$23K	Hold	1,250	–	–	0.01%	196
2021 Q2	$25K	Buy	+1,250	New	+$26K	0.01%	237

Other funds holding BTX

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

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Quantedge Capital Singapore $183M AUM 37.27% 1-Year Est. Return

Bank of America

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

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return

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