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Ahrens Investment Partners’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Ahrens Investment Partners’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
2023
Q1 		$8.59K Buy
+1,000
New +$8.91K ﹤0.01% 670
2022
Q3 		– Sell
-2,000
Closed -$18K – 229
2022
Q2 		$18K Sell
2,000
-1,400
-41% -$13.1K 0.01% 518
2022
Q1 		$34K Sell
3,400
-4,300
-56% -$42K 0.01% 474
2021
Q4 		$78K Buy
+7,700
New +$77.4K 0.03% 331

Other funds holding BDJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CW
Cook Wealth Raleigh, North Carolina $206M AUM 4.73% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ahrens Investment Partners's BDJ Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in BlackRock Enhanced Equity Dividend Trust (BDJ) in Q1 2023: 1,000 shares worth $8.59K. The stake represents ﹤0.01% of the portfolio and ranks #670 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in BDJ as recently as Q2 2022.

Ahrens Investment Partners first reported a position in BDJ in Q4 2021 and has held it in 4 quarters since. The position peaked at $78K in Q4 2021. 193 funds tracked by Wall St. Rank hold BDJ as of Q1 2023.

  • Ahrens Investment Partners held 1,000 shares of BlackRock Enhanced Equity Dividend Trust worth $8.59K as of Q1 2023.
  • BlackRock Enhanced Equity Dividend Trust was a new Ahrens Investment Partners position in Q1 2023.
  • BlackRock Enhanced Equity Dividend Trust made up ﹤0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #670 holding.
  • Ahrens Investment Partners first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2021 and has held it in 4 quarters since.
  • Ahrens Investment Partners's BlackRock Enhanced Equity Dividend Trust position peaked at $78K in Q4 2021.
  • 193 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.