UR
BSTZ icon

USCA RIA’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

USCA RIA’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
Q2 		$440K Hold
10,550
– – 0.03% 418
2021
Q1 		$377K Buy
10,550
+300
+3% +$10.9K 0.02% 419
2020
Q4 		$373K Hold
10,250
– – 0.03% 377
2020
Q3 		$263K Buy
+10,250
New +$256K 0.02% 385

Other funds holding BSTZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

USCA RIA's BSTZ Position: Q2 2021 in Review

USCA RIA held its BlackRock Science and Technology Term Trust (BSTZ) position steady in Q2 2021 at 10,550 shares worth $440K. The position accounts for 0.03% of the portfolio, ranked #418.

USCA RIA first reported a position in BSTZ in Q3 2020 and has held it in 4 quarters since. 95 funds tracked by Wall St. Rank hold BSTZ as of Q2 2021.

  • USCA RIA held 10,550 shares of BlackRock Science and Technology Term Trust worth $440K as of Q2 2021.
  • USCA RIA left its BlackRock Science and Technology Term Trust share count unchanged in Q2 2021.
  • BlackRock Science and Technology Term Trust made up 0.03% of USCA RIA's portfolio in Q2 2021, its #418 holding.
  • USCA RIA first reported a position in BlackRock Science and Technology Term Trust in Q3 2020 and has held it in 4 quarters since.
  • 95 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.