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Venturi Wealth Management’s BlackRock Science and Technology Trust BST Stock Holding History

Venturi Wealth Management’s Portfolio BST Stock Details BST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-48
Closed -$1.75K – 742
2024
Q4 		$1.75K Hold
48
– – ﹤0.01% 1868
2024
Q3 		$1.7K Buy
+48
New +$1.7K ﹤0.01% 1690

Other funds holding BST

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Venturi Wealth Management's BST Position: Q1 2025 in Review

Venturi Wealth Management sold out of BlackRock Science and Technology Trust (BST) in Q1 2025, closing a stake of 48 shares — an estimated $1.75K sold.

Venturi Wealth Management first reported a position in BST in Q3 2024 and held it in 2 quarters. The position peaked at $1.75K in Q4 2024. 119 funds tracked by Wall St. Rank hold BST as of Q1 2025.

  • Venturi Wealth Management reported no remaining BlackRock Science and Technology Trust position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 48 BlackRock Science and Technology Trust shares in Q1 2025, an estimated $1.75K.
  • Venturi Wealth Management first reported a position in BlackRock Science and Technology Trust in Q3 2024 and held it in 2 quarters.
  • Venturi Wealth Management's BlackRock Science and Technology Trust position peaked at $1.75K in Q4 2024.
  • 119 funds tracked by Wall St. Rank held BlackRock Science and Technology Trust as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.