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Valeo Financial Advisors’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

Valeo Financial 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
2020
Q3 		– Sell
-1,000
Closed -$23K – 1654
2020
Q2 		$23K Buy
+1,000
New +$20.3K ﹤0.01% 1004

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RJA
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Bank of America
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1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Valeo Financial Advisors's BSTZ Position: Q3 2020 in Review

Valeo Financial Advisors sold out of BlackRock Science and Technology Term Trust (BSTZ) in Q3 2020, closing a stake of 1,000 shares — an estimated $23K sold.

Valeo Financial Advisors first reported a position in BSTZ in Q2 2020 and held it in 1 quarter. The position peaked at $23K in Q2 2020. 59 funds tracked by Wall St. Rank hold BSTZ as of Q3 2020.

  • Valeo Financial Advisors reported no remaining BlackRock Science and Technology Term Trust position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 1,000 BlackRock Science and Technology Term Trust shares in Q3 2020, an estimated $23K.
  • Valeo Financial Advisors first reported a position in BlackRock Science and Technology Term Trust in Q2 2020 and held it in 1 quarter.
  • Valeo Financial Advisors's BlackRock Science and Technology Term Trust position peaked at $23K in Q2 2020.
  • 59 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.