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Carl Stuart Investment Advisor’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Carl Stuart Investment Advisor’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 		– Sell
-7,322
Closed -$335K – 29
2023
Q1 		$335K Buy
+7,322
New +$65.3K 0.32% 20
2022
Q2 		– Sell
-8,245
Closed -$816K – 29
2022
Q1 		$816K Buy
+8,245
New +$80.5K 0.06% 56

Other funds holding BDJ

Morgan Stanley
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
CW
Cook Wealth Raleigh, North Carolina $206M AUM 4.73% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Carl Stuart Investment Advisor's BDJ Position: Q2 2023 in Review

Carl Stuart Investment Advisor sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q2 2023, closing a stake of 7,322 shares — an estimated $335K sold.

Carl Stuart Investment Advisor first reported a position in BDJ in Q1 2022 and held it in 2 quarters. The position peaked at $816K in Q1 2022. 193 funds tracked by Wall St. Rank hold BDJ as of Q2 2023.

  • Carl Stuart Investment Advisor reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q2 2023 after selling out during the quarter.
  • Carl Stuart Investment Advisor sold 7,322 BlackRock Enhanced Equity Dividend Trust shares in Q2 2023, an estimated $335K.
  • Carl Stuart Investment Advisor first reported a position in BlackRock Enhanced Equity Dividend Trust in Q1 2022 and held it in 2 quarters.
  • Carl Stuart Investment Advisor's BlackRock Enhanced Equity Dividend Trust position peaked at $816K in Q1 2022.
  • 193 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q2 2023.

Based on Carl Stuart Investment Advisor's 13F filing for Q2 2023, filed 19 Jul 2023.