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180 Wealth Advisors’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

180 Wealth Advisors’s Portfolio BDJ Stock Details BDJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-11,448
Closed -$94.8K – 417
2024
Q4 		$94.8K Sell
11,448
-902
-7% -$7.85K 0.01% 416
2024
Q3 		$107K Sell
12,350
-119
-1% -$997 0.02% 432
2024
Q2 		$103K Sell
12,469
-1,229
-9% -$10K 0.02% 419
2024
Q1 		$113K Buy
13,698
+36
+0.3% +$287 0.02% 388
2023
Q4 		$106K Sell
13,662
-430
-3% -$3.24K 0.02% 372
2023
Q3 		$107K Buy
14,092
+182
+1% +$1.46K 0.02% 356
2023
Q2 		$116K Sell
13,910
-582
-4% -$4.84K 0.03% 355
2023
Q1 		$124K Sell
14,492
-1,290
-8% -$11.5K 0.03% 346
2022
Q4 		$144K Buy
15,782
+281
+2% +$2.48K 0.03% 348
2022
Q3 		$126K Sell
15,501
-320
-2% -$2.95K 0.03% 332
2022
Q2 		$142K Sell
15,821
-23
-0.1% -$215 0.04% 345
2022
Q1 		$155K Sell
15,844
-845
-5% -$8.25K 0.03% 356
2021
Q4 		$161K Sell
16,689
-3,198
-16% -$32.2K 0.04% 356
2021
Q3 		$203K Sell
19,887
-609
-3% -$6.14K 0.04% 358
2021
Q2 		$210K Buy
20,496
+45
+0.2% +$452 0.05% 337
2021
Q1 		$209K Buy
20,451
+2,536
+14% +$22.4K 0.05% 330
2020
Q4 		$154K Buy
17,915
+23
+0.1% +$180 0.04% 305
2020
Q3 		$131K Buy
17,892
+105
+0.6% +$782 0.05% 260
2020
Q2 		$132K Buy
17,787
+106
+0.6% +$756 0.05% 255
2020
Q1 		$111K Buy
17,681
+92
+0.5% +$785 0.06% 211
2019
Q4 		$170K Sell
17,589
-1,057
-6% -$9.94K 0.07% 253
2019
Q3 		$168K Buy
18,646
+66
+0.4% +$593 0.07% 245
2019
Q2 		$168K Buy
18,580
+97
+0.5% +$838 0.08% 238
2019
Q1 		$160K Sell
18,483
-513
-3% -$4.33K 0.07% 242
2018
Q4 		$180K Hold
18,996
– – 0.08% 242
2018
Q3 		$180K Buy
18,996
+93
+0.5% +$870 0.08% 242
2018
Q2 		$174K Buy
18,903
+96
+0.5% +$867 0.09% 233
2018
Q1 		$165K Buy
18,807
+93
+0.5% +$853 0.09% 224
2017
Q4 		$173K Buy
+18,714
New +$171K 0.09% 230

Other funds holding BDJ

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

180 Wealth Advisors's BDJ Position: Q1 2025 in Review

180 Wealth Advisors sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q1 2025, closing a stake of 11,448 shares — an estimated $94.8K sold.

180 Wealth Advisors first reported a position in BDJ in Q4 2017 and held it in 29 quarters. The position peaked at $210K in Q2 2021. 209 funds tracked by Wall St. Rank hold BDJ as of Q1 2025.

  • 180 Wealth Advisors reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q1 2025 after selling out during the quarter.
  • 180 Wealth Advisors sold 11,448 BlackRock Enhanced Equity Dividend Trust shares in Q1 2025, an estimated $94.8K.
  • 180 Wealth Advisors first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2017 and held it in 29 quarters.
  • 180 Wealth Advisors's BlackRock Enhanced Equity Dividend Trust position peaked at $210K in Q2 2021.
  • 209 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q1 2025.

Based on 180 Wealth Advisors's 13F filing for Q1 2025, filed 9 Apr 2025.