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BDO Wealth Advisors’s BlackRock Enhanced Global Dividend Trust BOE Stock Holding History

BDO Wealth Advisors’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
Q2 		– Sell
-3,120
Closed -$31K – 994
2023
Q1 		$31K Buy
+3,120
New +$31.3K ﹤0.01% 506

Other funds holding BOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

BDO Wealth Advisors sold out of BlackRock Enhanced Global Dividend Trust (BOE) in Q2 2023, closing a stake of 3,120 shares — an estimated $31K sold.

BDO Wealth Advisors first reported a position in BOE in Q1 2023 and held it in 1 quarter. The position peaked at $31K in Q1 2023. 96 funds tracked by Wall St. Rank hold BOE as of Q2 2023.

  • BDO Wealth Advisors reported no remaining BlackRock Enhanced Global Dividend Trust position as of Q2 2023 after selling out during the quarter.
  • BDO Wealth Advisors sold 3,120 BlackRock Enhanced Global Dividend Trust shares in Q2 2023, an estimated $31K.
  • BDO Wealth Advisors first reported a position in BlackRock Enhanced Global Dividend Trust in Q1 2023 and held it in 1 quarter.
  • BDO Wealth Advisors's BlackRock Enhanced Global Dividend Trust position peaked at $31K in Q1 2023.
  • 96 funds tracked by Wall St. Rank held BlackRock Enhanced Global Dividend Trust as of Q2 2023.

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