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Beaird Harris Wealth Management’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Beaird Harris Wealth Management’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
2024
Q3 		– Sell
-958
Closed -$7.83K – 534
2024
Q2 		$7.83K Buy
+958
New +$7.79K ﹤0.01% 405

Other funds holding BDJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AQR Arbitrage
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Beaird Harris Wealth Management's BDJ Position: Q3 2024 in Review

Beaird Harris Wealth Management sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q3 2024, closing a stake of 958 shares — an estimated $7.83K sold.

Beaird Harris Wealth Management first reported a position in BDJ in Q2 2024 and held it in 1 quarter. The position peaked at $7.83K in Q2 2024. 210 funds tracked by Wall St. Rank hold BDJ as of Q3 2024.

  • Beaird Harris Wealth Management reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q3 2024 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 958 BlackRock Enhanced Equity Dividend Trust shares in Q3 2024, an estimated $7.83K.
  • Beaird Harris Wealth Management first reported a position in BlackRock Enhanced Equity Dividend Trust in Q2 2024 and held it in 1 quarter.
  • Beaird Harris Wealth Management's BlackRock Enhanced Equity Dividend Trust position peaked at $7.83K in Q2 2024.
  • 210 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q3 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2024, filed 2 Dec 2024.