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

Aspect 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
2024
Q1 		– Sell
-307
Closed -$2.36K – 554
2023
Q4 		$2.36K Buy
+307
New +$2.31K ﹤0.01% 422

Other funds holding BDJ

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
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
AQR Arbitrage
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Aspect Partners's BDJ Position: Q1 2024 in Review

Aspect Partners sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q1 2024, closing a stake of 307 shares — an estimated $2.36K sold.

Aspect Partners first reported a position in BDJ in Q4 2023 and held it in 1 quarter. The position peaked at $2.36K in Q4 2023. 209 funds tracked by Wall St. Rank hold BDJ as of Q1 2024.

  • Aspect Partners reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q1 2024 after selling out during the quarter.
  • Aspect Partners sold 307 BlackRock Enhanced Equity Dividend Trust shares in Q1 2024, an estimated $2.36K.
  • Aspect Partners first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2023 and held it in 1 quarter.
  • Aspect Partners's BlackRock Enhanced Equity Dividend Trust position peaked at $2.36K in Q4 2023.
  • 209 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q1 2024.

Based on Aspect Partners's 13F filing for Q1 2024, filed 17 May 2024.