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

Atlas Private 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	-2,000	Closed	-$20K	–	201
2021 Q3	$20K	Hold	2,000	–	–	0.01%	350
2021 Q2	$20K	Hold	2,000	–	–	0.01%	361
2021 Q1	$19K	Hold	2,000	–	–	0.01%	385
2020 Q4	$17K	Sell	2,000 -4,000	-67%	-$31.3K	0.01%	352
2020 Q3	$44K	Hold	6,000	–	–	0.04%	216
2020 Q2	$44K	Buy	+6,000	New	+$42.8K	0.04%	219

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

Atlas Private Wealth Advisors's BDJ Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q4 2021, closing a stake of 2,000 shares — an estimated $20K sold.

Atlas Private Wealth Advisors first reported a position in BDJ in Q2 2020 and held it in 6 quarters. The position peaked at $44K in Q3 2020. 178 funds tracked by Wall St. Rank hold BDJ as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 2,000 BlackRock Enhanced Equity Dividend Trust shares in Q4 2021, an estimated $20K.
Atlas Private Wealth Advisors first reported a position in BlackRock Enhanced Equity Dividend Trust in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's BlackRock Enhanced Equity Dividend Trust position peaked at $44K in Q3 2020.
178 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.