Waddell & Associates’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

Waddell & Associates’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
2022 Q2	–	Sell	-7,500	Closed	-$220K	–	143
2022 Q1	$220K	Hold	7,500	–	–	0.04%	124
2021 Q4	$292K	Hold	7,500	–	–	0.05%	96
2021 Q3	$289K	Hold	7,500	–	–	0.05%	86
2021 Q2	$313	Buy	+7,500	New	+$284K	0.05%	94

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 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 New York $60.8B AUM 22.47% 1-Year Est. Return

KIM

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

Waddell & Associates's BSTZ Position: Q2 2022 in Review

Waddell & Associates sold out of BlackRock Science and Technology Term Trust (BSTZ) in Q2 2022, closing a stake of 7,500 shares — an estimated $220K sold.

Waddell & Associates first reported a position in BSTZ in Q2 2021 and held it in 4 quarters. The position peaked at $292K in Q4 2021. 92 funds tracked by Wall St. Rank hold BSTZ as of Q2 2022.

Waddell & Associates reported no remaining BlackRock Science and Technology Term Trust position as of Q2 2022 after selling out during the quarter.
Waddell & Associates sold 7,500 BlackRock Science and Technology Term Trust shares in Q2 2022, an estimated $220K.
Waddell & Associates first reported a position in BlackRock Science and Technology Term Trust in Q2 2021 and held it in 4 quarters.
Waddell & Associates's BlackRock Science and Technology Term Trust position peaked at $292K in Q4 2021.
92 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q2 2022.

Based on Waddell & Associates's 13F filing for Q2 2022, filed 27 Jul 2022.