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 $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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