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DiNuzzo Private Wealth’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

DiNuzzo Private 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
2024
Q4 		– Sell
-333
Closed -$2.88K – 1416
2024
Q3 		$2.88K Buy
+333
New +$2.79K ﹤0.01% 485

Other funds holding BDJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

DiNuzzo Private Wealth's BDJ Position: Q4 2024 in Review

DiNuzzo Private Wealth sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q4 2024, closing a stake of 333 shares — an estimated $2.88K sold.

DiNuzzo Private Wealth first reported a position in BDJ in Q3 2024 and held it in 1 quarter. The position peaked at $2.88K in Q3 2024. 214 funds tracked by Wall St. Rank hold BDJ as of Q4 2024.

  • DiNuzzo Private Wealth reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q4 2024 after selling out during the quarter.
  • DiNuzzo Private Wealth sold 333 BlackRock Enhanced Equity Dividend Trust shares in Q4 2024, an estimated $2.88K.
  • DiNuzzo Private Wealth first reported a position in BlackRock Enhanced Equity Dividend Trust in Q3 2024 and held it in 1 quarter.
  • DiNuzzo Private Wealth's BlackRock Enhanced Equity Dividend Trust position peaked at $2.88K in Q3 2024.
  • 214 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q4 2024.

Based on DiNuzzo Private Wealth's 13F filing for Q4 2024, filed 23 Jan 2025.