VIPI
BTX

Vista Investment Partners II’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

Vista Investment Partners II’s Portfolio BTX Stock Details BTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-16,206
Closed -$121K – 141
2024
Q4 		$121K Buy
+16,206
New +$125K 0.07% 125

Other funds holding BTX

SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return

Vista Investment Partners II's BTX Position: Q1 2025 in Review

Vista Investment Partners II sold out of BlackRock Technology and Private Equity Term Trust (BTX) in Q1 2025, closing a stake of 16,206 shares — an estimated $121K sold.

Vista Investment Partners II first reported a position in BTX in Q4 2024 and held it in 1 quarter. The position peaked at $121K in Q4 2024. 114 funds tracked by Wall St. Rank hold BTX as of Q1 2025.

  • Vista Investment Partners II reported no remaining BlackRock Technology and Private Equity Term Trust position as of Q1 2025 after selling out during the quarter.
  • Vista Investment Partners II sold 16,206 BlackRock Technology and Private Equity Term Trust shares in Q1 2025, an estimated $121K.
  • Vista Investment Partners II first reported a position in BlackRock Technology and Private Equity Term Trust in Q4 2024 and held it in 1 quarter.
  • Vista Investment Partners II's BlackRock Technology and Private Equity Term Trust position peaked at $121K in Q4 2024.
  • 114 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q1 2025.

Based on Vista Investment Partners II's 13F filing for Q1 2025, filed 24 Apr 2025.