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

Tiedemann 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
2021 Q3	–	Sell	-25,000	Closed	-$508K	–	375
2021 Q2	$508K	Hold	25,000	–	–	0.02%	231
2021 Q1	$508K	Buy	+25,000	New	+$504K	0.02%	212

Other funds holding BTX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

RJFSA

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

Tiedemann Advisors's BTX Position: Q3 2021 in Review

Tiedemann Advisors sold out of BlackRock Technology and Private Equity Term Trust (BTX) in Q3 2021, closing a stake of 25,000 shares — an estimated $508K sold.

Tiedemann Advisors first reported a position in BTX in Q1 2021 and held it in 2 quarters. The position peaked at $508K in Q2 2021. 51 funds tracked by Wall St. Rank hold BTX as of Q3 2021.

Tiedemann Advisors reported no remaining BlackRock Technology and Private Equity Term Trust position as of Q3 2021 after selling out during the quarter.
Tiedemann Advisors sold 25,000 BlackRock Technology and Private Equity Term Trust shares in Q3 2021, an estimated $508K.
Tiedemann Advisors first reported a position in BlackRock Technology and Private Equity Term Trust in Q1 2021 and held it in 2 quarters.
Tiedemann Advisors's BlackRock Technology and Private Equity Term Trust position peaked at $508K in Q2 2021.
51 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q3 2021.

Based on Tiedemann Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.