Wealthstreet Investment Advisors’s BlackRock Science and Technology Trust BST Stock Holding History

Wealthstreet Investment Advisors’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
2021 Q2	–	Sell	-15,686	Closed	-$839K	–	121
2021 Q1	$839K	Hold	15,686	–	–	0.08%	189
2020 Q4	$826K	Buy	15,686 +2,024	+15%	+$95.2K	0.08%	178
2020 Q3	$581K	Hold	13,662	–	–	0.06%	204
2020 Q2	$510K	Buy	13,662 +2,024	+17%	+$68.4K	0.06%	209
2020 Q1	$330K	Hold	11,638	–	–	0.05%	233
2019 Q4	$383K	Buy	11,638 +2,024	+21%	+$65.7K	0.04%	256
2019 Q3	$303K	Buy	9,614 +1,012	+12%	+$33.1K	0.04%	276
2019 Q2	$275K	Buy	+8,602	New	+$278K	0.04%	294

Other funds holding BST

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Bank of America

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

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

20/20 Capital Management Costa Mesa, California $386M AUM 30.28% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return