WE
BTX

Wealth Effects’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

Wealth Effects’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
2022
Q4 		– Sell
-15,005
Closed -$109K – 209
2022
Q3 		$109K Buy
+15,005
New +$125K 0.07% 173

Other funds holding BTX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
QC
Quantedge Capital Singapore $132M AUM 56.43% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $9.54B AUM 55.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.23B AUM 51.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Wealth Effects's BTX Position: Q4 2022 in Review

Wealth Effects sold out of BlackRock Technology and Private Equity Term Trust (BTX) in Q4 2022, closing a stake of 15,005 shares — an estimated $109K sold.

Wealth Effects first reported a position in BTX in Q3 2022 and held it in 1 quarter. The position peaked at $109K in Q3 2022. 111 funds tracked by Wall St. Rank hold BTX as of Q4 2022.

  • Wealth Effects reported no remaining BlackRock Technology and Private Equity Term Trust position as of Q4 2022 after selling out during the quarter.
  • Wealth Effects sold 15,005 BlackRock Technology and Private Equity Term Trust shares in Q4 2022, an estimated $109K.
  • Wealth Effects first reported a position in BlackRock Technology and Private Equity Term Trust in Q3 2022 and held it in 1 quarter.
  • Wealth Effects's BlackRock Technology and Private Equity Term Trust position peaked at $109K in Q3 2022.
  • 111 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q4 2022.

Based on Wealth Effects's 13F filing for Q4 2022, filed 2 Feb 2023.