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Axim Planning & Wealth’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Axim Planning & Wealth’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
2022
Q4 		– Sell
-200
Closed -$2K – 39
2022
Q3 		$2K Hold
200
– – ﹤0.01% 147
2022
Q2 		$2K Buy
+200
New +$1.87K ﹤0.01% 118

Other funds holding BDJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CW
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
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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Axim Planning & Wealth's BDJ Position: Q4 2022 in Review

Axim Planning & Wealth sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q4 2022, closing a stake of 200 shares — an estimated $2K sold.

Axim Planning & Wealth first reported a position in BDJ in Q2 2022 and held it in 2 quarters. The position peaked at $2K in Q3 2022. 186 funds tracked by Wall St. Rank hold BDJ as of Q4 2022.

  • Axim Planning & Wealth reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q4 2022 after selling out during the quarter.
  • Axim Planning & Wealth sold 200 BlackRock Enhanced Equity Dividend Trust shares in Q4 2022, an estimated $2K.
  • Axim Planning & Wealth first reported a position in BlackRock Enhanced Equity Dividend Trust in Q2 2022 and held it in 2 quarters.
  • Axim Planning & Wealth's BlackRock Enhanced Equity Dividend Trust position peaked at $2K in Q3 2022.
  • 186 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q4 2022.

Based on Axim Planning & Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.