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Wipfli Financial Advisors’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

Wipfli Financial 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
2022
Q3 		$14K Buy
+800
New +$16.5K ﹤0.01% 1704

Other funds holding BSTZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 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
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Wipfli Financial Advisors's BSTZ Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in BlackRock Science and Technology Term Trust (BSTZ) in Q3 2022: 800 shares worth $14K. The stake represents ﹤0.01% of the portfolio and ranks #1704 among its holdings.

81 funds tracked by Wall St. Rank hold BSTZ as of Q3 2022.

  • Wipfli Financial Advisors held 800 shares of BlackRock Science and Technology Term Trust worth $14K as of Q3 2022.
  • BlackRock Science and Technology Term Trust was a new Wipfli Financial Advisors position in Q3 2022.
  • BlackRock Science and Technology Term Trust made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1704 holding.
  • 81 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.