True North Advisors’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

True North Advisors’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
2021 Q1	–	Sell	-10,000	Closed	-$286K	–	206
2020 Q4	$286K	Hold	10,000	–	–	0.07%	160
2020 Q3	$238K	Hold	10,000	–	–	0.07%	158
2020 Q2	$209K	Hold	10,000	–	–	0.05%	175
2020 Q1	$179K	Hold	10,000	–	–	0.06%	115
2019 Q4	$205K	Buy	+10,000	New	+$200K	0.06%	109

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

KIM

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

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

RJFSA

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

True North Advisors's BSTZ Position: Q1 2021 in Review

True North Advisors sold out of BlackRock Science and Technology Term Trust (BSTZ) in Q1 2021, closing a stake of 10,000 shares — an estimated $286K sold.

True North Advisors first reported a position in BSTZ in Q4 2019 and held it in 5 quarters. The position peaked at $286K in Q4 2020. 90 funds tracked by Wall St. Rank hold BSTZ as of Q1 2021.

True North Advisors reported no remaining BlackRock Science and Technology Term Trust position as of Q1 2021 after selling out during the quarter.
True North Advisors sold 10,000 BlackRock Science and Technology Term Trust shares in Q1 2021, an estimated $286K.
True North Advisors first reported a position in BlackRock Science and Technology Term Trust in Q4 2019 and held it in 5 quarters.
True North Advisors's BlackRock Science and Technology Term Trust position peaked at $286K in Q4 2020.
90 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q1 2021.

Based on True North Advisors's 13F filing for Q1 2021, filed 7 Jun 2022.