Tru Independence Asset Management 2’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

Tru Independence Asset Management 2’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
2022 Q2	–	Sell	-11,375	Closed	-$334K	–	73
2022 Q1	$334K	Sell	11,375 -23,306	-67%	-$695K	0.19%	64
2021 Q4	$1.35M	Buy	34,681 +827	+2%	+$33K	0.72%	31
2021 Q3	$1.31M	Buy	33,854 +2,623	+8%	+$106K	0.93%	20
2021 Q2	$1.3M	Sell	31,231 -3,469	-10%	-$132K	0.89%	27
2021 Q1	$1.24M	Buy	34,700 +2,158	+7%	+$78.6K	0.98%	24
2020 Q4	$1.18M	Buy	+32,542	New	+$1M	1%	22

Other funds holding BSTZ

Morgan Stanley New York $1.66T AUM 25.57% 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

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

AWA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

RJFSA

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

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

KIM

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

Tru Independence Asset Management 2's BSTZ Position: Q2 2022 in Review

Tru Independence Asset Management 2 sold out of BlackRock Science and Technology Term Trust (BSTZ) in Q2 2022, closing a stake of 11,375 shares — an estimated $334K sold.

Tru Independence Asset Management 2 first reported a position in BSTZ in Q4 2020 and held it in 6 quarters. The position peaked at $1.35M in Q4 2021. 92 funds tracked by Wall St. Rank hold BSTZ as of Q2 2022.

Tru Independence Asset Management 2 reported no remaining BlackRock Science and Technology Term Trust position as of Q2 2022 after selling out during the quarter.
Tru Independence Asset Management 2 sold 11,375 BlackRock Science and Technology Term Trust shares in Q2 2022, an estimated $334K.
Tru Independence Asset Management 2 first reported a position in BlackRock Science and Technology Term Trust in Q4 2020 and held it in 6 quarters.
Tru Independence Asset Management 2's BlackRock Science and Technology Term Trust position peaked at $1.35M in Q4 2021.
92 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q2 2022.

Based on Tru Independence Asset Management 2's 13F filing for Q2 2022, filed 2 Aug 2022.