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Fortitude Advisory Group’s BlackRock Enhanced Global Dividend Trust BOE Stock Holding History

Fortitude Advisory Group’s Portfolio BOE Stock Details BOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,687
Closed -$19K – 347
2022
Q1 		$19K Hold
1,687
– – 0.01% 841
2021
Q4 		$21K Buy
+1,687
New +$20.3K 0.01% 825

Other funds holding BOE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Fortitude Advisory Group sold out of BlackRock Enhanced Global Dividend Trust (BOE) in Q2 2022, closing a stake of 1,687 shares — an estimated $19K sold.

Fortitude Advisory Group first reported a position in BOE in Q4 2021 and held it in 2 quarters. The position peaked at $21K in Q4 2021. 100 funds tracked by Wall St. Rank hold BOE as of Q2 2022.

  • Fortitude Advisory Group reported no remaining BlackRock Enhanced Global Dividend Trust position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 1,687 BlackRock Enhanced Global Dividend Trust shares in Q2 2022, an estimated $19K.
  • Fortitude Advisory Group first reported a position in BlackRock Enhanced Global Dividend Trust in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's BlackRock Enhanced Global Dividend Trust position peaked at $21K in Q4 2021.
  • 100 funds tracked by Wall St. Rank held BlackRock Enhanced Global Dividend Trust as of Q2 2022.

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