WIA
BTX

Wealthstreet Investment Advisors’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

Wealthstreet Investment Advisors’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
2021
Q2 		– Sell
-17,400
Closed -$353K – 338
2021
Q1 		$353K Buy
+17,400
New +$351K 0.03% 298

Other funds holding BTX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Wealthstreet Investment Advisors sold out of BlackRock Technology and Private Equity Term Trust (BTX) in Q2 2021, closing a stake of 17,400 shares — an estimated $353K sold.

Wealthstreet Investment Advisors first reported a position in BTX in Q1 2021 and held it in 1 quarter. The position peaked at $353K in Q1 2021. 42 funds tracked by Wall St. Rank hold BTX as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining BlackRock Technology and Private Equity Term Trust position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 17,400 BlackRock Technology and Private Equity Term Trust shares in Q2 2021, an estimated $353K.
  • Wealthstreet Investment Advisors first reported a position in BlackRock Technology and Private Equity Term Trust in Q1 2021 and held it in 1 quarter.
  • Wealthstreet Investment Advisors's BlackRock Technology and Private Equity Term Trust position peaked at $353K in Q1 2021.
  • 42 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q2 2021.

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