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

Almanack 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
2022
Q4 		– Sell
-307
Closed -$2K – 276
2022
Q3 		$2K Buy
+307
New +$2.83K ﹤0.01% 691

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RJFSA
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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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Almanack Investment Partners's BDJ Position: Q4 2022 in Review

Almanack Investment Partners sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q4 2022, closing a stake of 307 shares — an estimated $2K sold.

Almanack Investment Partners first reported a position in BDJ in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 186 funds tracked by Wall St. Rank hold BDJ as of Q4 2022.

  • Almanack Investment Partners reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q4 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 307 BlackRock Enhanced Equity Dividend Trust shares in Q4 2022, an estimated $2K.
  • Almanack Investment Partners first reported a position in BlackRock Enhanced Equity Dividend Trust in Q3 2022 and held it in 1 quarter.
  • Almanack Investment Partners's BlackRock Enhanced Equity Dividend Trust position peaked at $2K in Q3 2022.
  • 186 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.