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WealthPLAN Partners’s BlackRock Science and Technology Trust BST Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-666
Closed -$22.9K – 417
2023
Q2 		$22.9K Hold
666
– – ﹤0.01% 653
2023
Q1 		$21.5K Buy
+666
New +$21.2K ﹤0.01% 711

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Wells Fargo
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Raymond James & Associates
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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthPLAN Partners's BST Position: Q3 2023 in Review

WealthPLAN Partners sold out of BlackRock Science and Technology Trust (BST) in Q3 2023, closing a stake of 666 shares — an estimated $22.9K sold.

WealthPLAN Partners first reported a position in BST in Q1 2023 and held it in 2 quarters. The position peaked at $22.9K in Q2 2023. 101 funds tracked by Wall St. Rank hold BST as of Q3 2023.

  • WealthPLAN Partners reported no remaining BlackRock Science and Technology Trust position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 666 BlackRock Science and Technology Trust shares in Q3 2023, an estimated $22.9K.
  • WealthPLAN Partners first reported a position in BlackRock Science and Technology Trust in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's BlackRock Science and Technology Trust position peaked at $22.9K in Q2 2023.
  • 101 funds tracked by Wall St. Rank held BlackRock Science and Technology Trust as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.