Atomi Financial Group’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Atomi Financial Group’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 Q4	–	Sell	-11,594	Closed	-$100K	–	975
2024 Q3	$100K	Sell	11,594 -639	-5%	-$5.35K	0.01%	895
2024 Q2	$99.9K	Sell	12,233 -175	-1%	-$1.42K	0.01%	775
2024 Q1	$102K	Sell	12,408 -664	-5%	-$5.29K	0.01%	708
2023 Q4	$101K	Sell	13,072 -671	-5%	-$5.05K	0.01%	583
2023 Q3	$105K	Buy	13,743 +511	+4%	+$4.08K	0.03%	337
2023 Q2	$110K	Sell	13,232 -100	-0.8%	-$831	0.05%	265
2023 Q1	$115K	Buy	+13,332	New	+$119K	0.06%	215

Other funds holding BDJ

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Atomi Financial Group's BDJ Position: Q4 2024 in Review

Atomi Financial Group sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q4 2024, closing a stake of 11,594 shares — an estimated $100K sold.

Atomi Financial Group first reported a position in BDJ in Q1 2023 and held it in 7 quarters. The position peaked at $115K in Q1 2023. 214 funds tracked by Wall St. Rank hold BDJ as of Q4 2024.

Atomi Financial Group reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q4 2024 after selling out during the quarter.
Atomi Financial Group sold 11,594 BlackRock Enhanced Equity Dividend Trust shares in Q4 2024, an estimated $100K.
Atomi Financial Group first reported a position in BlackRock Enhanced Equity Dividend Trust in Q1 2023 and held it in 7 quarters.
Atomi Financial Group's BlackRock Enhanced Equity Dividend Trust position peaked at $115K in Q1 2023.
214 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q4 2024.

Based on Atomi Financial Group's 13F filing for Q4 2024, filed 17 Jan 2025.