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Fortitude Advisory Group’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Fortitude Advisory Group’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
Q2 		– Sell
-2,822
Closed -$28K – 312
2022
Q1 		$28K Hold
2,822
– – 0.01% 711
2021
Q4 		$28K Buy
+2,822
New +$28.4K 0.01% 727

Other funds holding BDJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Fortitude Advisory Group's BDJ Position: Q2 2022 in Review

Fortitude Advisory Group sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q2 2022, closing a stake of 2,822 shares — an estimated $28K sold.

Fortitude Advisory Group first reported a position in BDJ in Q4 2021 and held it in 2 quarters. The position peaked at $28K in Q1 2022. 186 funds tracked by Wall St. Rank hold BDJ as of Q2 2022.

  • Fortitude Advisory Group reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 2,822 BlackRock Enhanced Equity Dividend Trust shares in Q2 2022, an estimated $28K.
  • Fortitude Advisory Group first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's BlackRock Enhanced Equity Dividend Trust position peaked at $28K in Q1 2022.
  • 186 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.