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

Evoke 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
2022 Q4	–	Sell	-1,411	Closed	-$11K	–	443
2022 Q3	$11K	Hold	1,411	–	–	﹤0.01%	729
2022 Q2	$12K	Hold	1,411	–	–	﹤0.01%	738
2022 Q1	$14K	Hold	1,411	–	–	﹤0.01%	710
2021 Q4	$14K	Hold	1,411	–	–	﹤0.01%	729
2021 Q3	$13K	Hold	1,411	–	–	﹤0.01%	700
2021 Q2	$14K	Hold	1,411	–	–	﹤0.01%	703
2021 Q1	$13K	Hold	1,411	–	–	﹤0.01%	645
2020 Q4	$12K	Hold	1,411	–	–	﹤0.01%	550
2020 Q3	$10K	Hold	1,411	–	–	﹤0.01%	556
2020 Q2	$10K	Hold	1,411	–	–	﹤0.01%	544
2020 Q1	$9.21K	Sell	1,411 -16,930	-92%	-$144K	﹤0.01%	515
2019 Q4	$182K	Hold	18,341	–	–	0.02%	235
2019 Q3	$168K	Buy	+18,341	New	+$165K	0.02%	286

Other funds holding BDJ

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

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

RJFSA

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

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

RJA

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Evoke Wealth's BDJ Position: Q4 2022 in Review

Evoke Wealth sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q4 2022, closing a stake of 1,411 shares — an estimated $11K sold.

Evoke Wealth first reported a position in BDJ in Q3 2019 and held it in 13 quarters. The position peaked at $182K in Q4 2019. 187 funds tracked by Wall St. Rank hold BDJ as of Q4 2022.

Evoke Wealth reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 1,411 BlackRock Enhanced Equity Dividend Trust shares in Q4 2022, an estimated $11K.
Evoke Wealth first reported a position in BlackRock Enhanced Equity Dividend Trust in Q3 2019 and held it in 13 quarters.
Evoke Wealth's BlackRock Enhanced Equity Dividend Trust position peaked at $182K in Q4 2019.
187 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.