AWS
BOE icon

Atria Wealth Solutions’s BlackRock Enhanced Global Dividend Trust BOE Stock Holding History

Atria Wealth Solutions’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
2023
Q3 		– Sell
-12,414
Closed -$125K – 1878
2023
Q2 		$125K Buy
12,414
+67
+0.5% +$669 ﹤0.01% 1765
2023
Q1 		$123K Buy
+12,347
New +$124K ﹤0.01% 1741

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Atria Wealth Solutions's BOE Position: Q3 2023 in Review

Atria Wealth Solutions sold out of BlackRock Enhanced Global Dividend Trust (BOE) in Q3 2023, closing a stake of 12,414 shares — an estimated $125K sold.

Atria Wealth Solutions first reported a position in BOE in Q1 2023 and held it in 2 quarters. The position peaked at $125K in Q2 2023. 107 funds tracked by Wall St. Rank hold BOE as of Q3 2023.

  • Atria Wealth Solutions reported no remaining BlackRock Enhanced Global Dividend Trust position as of Q3 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 12,414 BlackRock Enhanced Global Dividend Trust shares in Q3 2023, an estimated $125K.
  • Atria Wealth Solutions first reported a position in BlackRock Enhanced Global Dividend Trust in Q1 2023 and held it in 2 quarters.
  • Atria Wealth Solutions's BlackRock Enhanced Global Dividend Trust position peaked at $125K in Q2 2023.
  • 107 funds tracked by Wall St. Rank held BlackRock Enhanced Global Dividend Trust as of Q3 2023.

Based on Atria Wealth Solutions's 13F filing for Q3 2023, filed 8 Nov 2023.