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Atomi Financial Group’s BlackRock Enhanced Global Dividend Trust BOE Stock Holding History

Atomi Financial Group’s Portfolio BOE Stock Details BOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-11,152
Closed -$111K – 736
2023
Q4 		$111K Sell
11,152
-1,120
-9% -$10.8K 0.02% 578
2023
Q3 		$116K Hold
12,272
– – 0.04% 333
2023
Q2 		$124K Sell
12,272
-400
-3% -$4K 0.06% 264
2023
Q1 		$126K Buy
+12,672
New +$127K 0.07% 212

Other funds holding BOE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Atomi Financial Group's BOE Position: Q1 2024 in Review

Atomi Financial Group sold out of BlackRock Enhanced Global Dividend Trust (BOE) in Q1 2024, closing a stake of 11,152 shares — an estimated $111K sold.

Atomi Financial Group first reported a position in BOE in Q1 2023 and held it in 4 quarters. The position peaked at $126K in Q1 2023. 101 funds tracked by Wall St. Rank hold BOE as of Q1 2024.

  • Atomi Financial Group reported no remaining BlackRock Enhanced Global Dividend Trust position as of Q1 2024 after selling out during the quarter.
  • Atomi Financial Group sold 11,152 BlackRock Enhanced Global Dividend Trust shares in Q1 2024, an estimated $111K.
  • Atomi Financial Group first reported a position in BlackRock Enhanced Global Dividend Trust in Q1 2023 and held it in 4 quarters.
  • Atomi Financial Group's BlackRock Enhanced Global Dividend Trust position peaked at $126K in Q1 2023.
  • 101 funds tracked by Wall St. Rank held BlackRock Enhanced Global Dividend Trust as of Q1 2024.

Based on Atomi Financial Group's 13F filing for Q1 2024, filed 7 May 2024.