FourThought Financial’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

FourThought Financial’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 Q3	$33K	Sell	4,081 -266	-6%	-$2.46K	﹤0.01%	729
2022 Q2	$38K	Hold	4,347	–	–	0.01%	681
2022 Q1	$43K	Sell	4,347 -697	-14%	-$6.81K	0.01%	706
2021 Q4	$51K	Sell	5,044 -225	-4%	-$2.26K	0.01%	653
2021 Q3	$51K	Sell	5,269 -3,539	-40%	-$35.7K	0.01%	688
2021 Q2	$89K	Sell	8,808 -578	-6%	-$5.81K	0.01%	533
2021 Q1	$88K	Sell	9,386 -2,962	-24%	-$26.2K	0.01%	521
2020 Q4	$104K	Buy	+12,348	New	+$96.8K	0.02%	473

Other funds holding BDJ

Morgan Stanley New York $1.66T AUM 25.57% 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 $530B AUM 22.01% 1-Year Est. Return

RJA

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

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FourThought Financial's BDJ Position: Q3 2022 in Review

FourThought Financial reduced its BlackRock Enhanced Equity Dividend Trust (BDJ) stake by 6.1% in Q3 2022, selling an estimated $2.46K and leaving 4,081 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #729.

FourThought Financial first reported a position in BDJ in Q4 2020 and has held it in 8 quarters since. The position peaked at $104K in Q4 2020. 185 funds tracked by Wall St. Rank hold BDJ as of Q3 2022.

FourThought Financial held 4,081 shares of BlackRock Enhanced Equity Dividend Trust worth $33K as of Q3 2022.
FourThought Financial sold 266 BlackRock Enhanced Equity Dividend Trust shares in Q3 2022, an estimated $2.46K.
BlackRock Enhanced Equity Dividend Trust made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #729 holding.
FourThought Financial first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's BlackRock Enhanced Equity Dividend Trust position peaked at $104K in Q4 2020.
185 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.