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

Arkadios 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
2021 Q4	–	Sell	-4,096	Closed	-$40K	–	691
2021 Q3	$40K	Sell	4,096 -11,873	-74%	-$120K	0.01%	955
2021 Q2	$161K	Buy	15,969 +13,905	+674%	+$140K	0.02%	592
2021 Q1	$19K	Sell	2,064 -524	-20%	-$4.63K	﹤0.01%	977
2020 Q4	$21K	Buy	+2,588	New	+$20.3K	﹤0.01%	736

Other funds holding BDJ

Cook Wealth Raleigh, North Carolina $206M AUM 4.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Arkadios Wealth Advisors's BDJ Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q4 2021, closing a stake of 4,096 shares — an estimated $40K sold.

Arkadios Wealth Advisors first reported a position in BDJ in Q4 2020 and held it in 4 quarters. The position peaked at $161K in Q2 2021. 178 funds tracked by Wall St. Rank hold BDJ as of Q4 2021.

Arkadios Wealth Advisors reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 4,096 BlackRock Enhanced Equity Dividend Trust shares in Q4 2021, an estimated $40K.
Arkadios Wealth Advisors first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2020 and held it in 4 quarters.
Arkadios Wealth Advisors's BlackRock Enhanced Equity Dividend Trust position peaked at $161K in Q2 2021.
178 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.