WIA
BTX

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

World 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
2025
Q2 		– Sell
-12,519
Closed -$78.4K – 1206
2025
Q1 		$78.4K Buy
+12,519
New +$93.1K ﹤0.01% 1041

Other funds holding BTX

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

World Investment Advisors's BTX Position: Q2 2025 in Review

World Investment Advisors sold out of BlackRock Technology and Private Equity Term Trust (BTX) in Q2 2025, closing a stake of 12,519 shares — an estimated $78.4K sold.

World Investment Advisors first reported a position in BTX in Q1 2025 and held it in 1 quarter. The position peaked at $78.4K in Q1 2025. 117 funds tracked by Wall St. Rank hold BTX as of Q2 2025.

  • World Investment Advisors reported no remaining BlackRock Technology and Private Equity Term Trust position as of Q2 2025 after selling out during the quarter.
  • World Investment Advisors sold 12,519 BlackRock Technology and Private Equity Term Trust shares in Q2 2025, an estimated $78.4K.
  • World Investment Advisors first reported a position in BlackRock Technology and Private Equity Term Trust in Q1 2025 and held it in 1 quarter.
  • World Investment Advisors's BlackRock Technology and Private Equity Term Trust position peaked at $78.4K in Q1 2025.
  • 117 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q2 2025.

Based on World Investment Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.