BDO Wealth Advisors’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

BDO Wealth Advisors’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 Q2	$332K	Sell	39,860 -2,191	-5%	-$18.2K	0.04%	207
2023 Q1	$361K	Sell	42,051 -18,930	-31%	-$169K	0.04%	190
2022 Q4	$549K	Sell	60,981 -5,495	-8%	-$48.6K	0.07%	167
2022 Q3	$539K	Hold	66,476	–	–	0.07%	163
2022 Q2	$587K	Hold	66,476	–	–	0.07%	158
2022 Q1	$658K	Hold	66,476	–	–	0.07%	162
2021 Q4	$670K	Hold	66,476	–	–	0.07%	161
2021 Q3	$651K	Sell	66,476 -1,127	-2%	-$11.4K	0.07%	161
2021 Q2	$685K	Sell	67,603 -3,895	-5%	-$39.1K	0.08%	164
2021 Q1	$676K	Buy	71,498 +68,998	+2,760%	+$609K	0.08%	161
2020 Q4	$21K	Hold	2,500	–	–	﹤0.01%	458
2020 Q3	$18K	Hold	2,500	–	–	﹤0.01%	430
2020 Q2	$18K	Hold	2,500	–	–	﹤0.01%	439
2020 Q1	$16K	Hold	2,500	–	–	﹤0.01%	477
2019 Q4	$25K	Hold	2,500	–	–	0.01%	367
2019 Q3	$23K	Hold	2,500	–	–	0.01%	384
2019 Q2	$22K	Buy	+2,500	New	+$21.6K	0.01%	384

Other funds holding BDJ

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

RJFSA

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

Cook Wealth Raleigh, North Carolina $206M AUM 4.73% 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

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

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

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

BDO Wealth Advisors's BDJ Position: Q2 2023 in Review

BDO Wealth Advisors reduced its BlackRock Enhanced Equity Dividend Trust (BDJ) stake by 5.2% in Q2 2023, selling an estimated $18.2K and leaving 39,860 shares worth $332K. The position accounts for 0.04% of the portfolio, ranked #207.

BDO Wealth Advisors first reported a position in BDJ in Q2 2019 and has held it in 17 quarters since. The position peaked at $685K in Q2 2021. 193 funds tracked by Wall St. Rank hold BDJ as of Q2 2023.

BDO Wealth Advisors held 39,860 shares of BlackRock Enhanced Equity Dividend Trust worth $332K as of Q2 2023.
BDO Wealth Advisors sold 2,191 BlackRock Enhanced Equity Dividend Trust shares in Q2 2023, an estimated $18.2K.
BlackRock Enhanced Equity Dividend Trust made up 0.04% of BDO Wealth Advisors's portfolio in Q2 2023, its #207 holding.
BDO Wealth Advisors first reported a position in BlackRock Enhanced Equity Dividend Trust in Q2 2019 and has held it in 17 quarters since.
BDO Wealth Advisors's BlackRock Enhanced Equity Dividend Trust position peaked at $685K in Q2 2021.
193 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.