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

Wealthstreet Investment Advisors’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
2021 Q2	–	Sell	-5,850	Closed	-$209K	–	122
2021 Q1	$209K	Hold	5,850	–	–	0.02%	346
2020 Q4	$212K	Buy	+5,850	New	+$180K	0.02%	336
2020 Q2	–	Sell	-11,250	Closed	-$188K	–	329
2020 Q1	$188K	Buy	11,250 +1,400	+14%	+$27.5K	0.03%	287
2019 Q4	$202K	Buy	+9,850	New	+$197K	0.02%	334

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

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

RJA

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

1CP

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

KIM

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

Wealthstreet Investment Advisors's BSTZ Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of BlackRock Science and Technology Term Trust (BSTZ) in Q2 2021, closing a stake of 5,850 shares — an estimated $209K sold.

Wealthstreet Investment Advisors first reported a position in BSTZ in Q4 2019 and held it in 4 quarters. The position peaked at $212K in Q4 2020. 95 funds tracked by Wall St. Rank hold BSTZ as of Q2 2021.

Wealthstreet Investment Advisors reported no remaining BlackRock Science and Technology Term Trust position as of Q2 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 5,850 BlackRock Science and Technology Term Trust shares in Q2 2021, an estimated $209K.
Wealthstreet Investment Advisors first reported a position in BlackRock Science and Technology Term Trust in Q4 2019 and held it in 4 quarters.
Wealthstreet Investment Advisors's BlackRock Science and Technology Term Trust position peaked at $212K in Q4 2020.
95 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.