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

Edge 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
2022 Q1	–	Sell	-72	Closed	-$1K	–	142
2021 Q4	$1K	Buy	72 +1	+1%	+$10	﹤0.01%	451
2021 Q3	$1K	Buy	71 +1	+1%	+$10	﹤0.01%	468
2021 Q2	$1K	Buy	70 +1	+1%	+$10	﹤0.01%	396
2021 Q1	$1K	Buy	69 +1	+1%	+$9	﹤0.01%	394
2020 Q4	$1K	Buy	68 +1	+1%	+$8	﹤0.01%	340
2020 Q3	$1K	Buy	67 +2	+3%	+$15	﹤0.01%	402
2020 Q2	$1K	Buy	65 +1	+2%	+$7	﹤0.01%	626
2020 Q1	$1K	Buy	64 +2	+3%	+$17	﹤0.01%	567
2019 Q4	$1K	Buy	62 +1	+2%	+$9	﹤0.01%	550
2019 Q3	$0	Buy	61 +1	+2%	+$9	﹤0.01%	604
2019 Q2	$1K	Buy	+60	New	+$518	﹤0.01%	552

Other funds holding BDJ

Cook Wealth Raleigh, North Carolina $206M AUM 4.73% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

RJFSA

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Edge Wealth Management's BDJ Position: Q1 2022 in Review

Edge Wealth Management sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q1 2022, closing a stake of 72 shares — an estimated $1K sold.

Edge Wealth Management first reported a position in BDJ in Q2 2019 and held it in 11 quarters. The position peaked at $1K in Q4 2021. 182 funds tracked by Wall St. Rank hold BDJ as of Q1 2022.

Edge Wealth Management reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q1 2022 after selling out during the quarter.
Edge Wealth Management sold 72 BlackRock Enhanced Equity Dividend Trust shares in Q1 2022, an estimated $1K.
Edge Wealth Management first reported a position in BlackRock Enhanced Equity Dividend Trust in Q2 2019 and held it in 11 quarters.
Edge Wealth Management's BlackRock Enhanced Equity Dividend Trust position peaked at $1K in Q4 2021.
182 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.