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Aspiriant LLC’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Aspiriant LLC’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
Q2 		– Sell
-12,900
Closed -$128K – 277
2022
Q1 		$128K Buy
+12,900
New +$126K 0.01% 270

Other funds holding BDJ

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CW
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Aspiriant LLC's BDJ Position: Q2 2022 in Review

Aspiriant LLC sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q2 2022, closing a stake of 12,900 shares — an estimated $128K sold.

Aspiriant LLC first reported a position in BDJ in Q1 2022 and held it in 1 quarter. The position peaked at $128K in Q1 2022. 186 funds tracked by Wall St. Rank hold BDJ as of Q2 2022.

  • Aspiriant LLC reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q2 2022 after selling out during the quarter.
  • Aspiriant LLC sold 12,900 BlackRock Enhanced Equity Dividend Trust shares in Q2 2022, an estimated $128K.
  • Aspiriant LLC first reported a position in BlackRock Enhanced Equity Dividend Trust in Q1 2022 and held it in 1 quarter.
  • Aspiriant LLC's BlackRock Enhanced Equity Dividend Trust position peaked at $128K in Q1 2022.
  • 186 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q2 2022.

Based on Aspiriant LLC's 13F filing for Q2 2022, filed 25 Jul 2022.