Atwood & Palmer’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Atwood & Palmer’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
2023 Q1	–	Sell	-3,700	Closed	-$33.3K	–	371
2022 Q4	$33.3K	Hold	3,700	–	–	﹤0.01%	241
2022 Q3	$30K	Hold	3,700	–	–	﹤0.01%	232
2022 Q2	$33K	Hold	3,700	–	–	﹤0.01%	246
2022 Q1	$37K	Hold	3,700	–	–	﹤0.01%	256
2021 Q4	$37K	Buy	+3,700	New	+$37.2K	﹤0.01%	259

Other funds holding BDJ

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

Cook Wealth Raleigh, North Carolina $206M AUM 4.73% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

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

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

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

Atwood & Palmer's BDJ Position: Q1 2023 in Review

Atwood & Palmer sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q1 2023, closing a stake of 3,700 shares — an estimated $33.3K sold.

Atwood & Palmer first reported a position in BDJ in Q4 2021 and held it in 5 quarters. The position peaked at $37K in Q1 2022. 193 funds tracked by Wall St. Rank hold BDJ as of Q1 2023.

Atwood & Palmer reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q1 2023 after selling out during the quarter.
Atwood & Palmer sold 3,700 BlackRock Enhanced Equity Dividend Trust shares in Q1 2023, an estimated $33.3K.
Atwood & Palmer first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2021 and held it in 5 quarters.
Atwood & Palmer's BlackRock Enhanced Equity Dividend Trust position peaked at $37K in Q1 2022.
193 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q1 2023.

Based on Atwood & Palmer's 13F filing for Q1 2023, filed 21 Apr 2023.