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Gerber Kawasaki Wealth & Investment Management’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2021
Q4 		– Sell
-2,265
Closed -$22K – 362
2021
Q3 		$22K Buy
+2,265
New +$22.9K ﹤0.01% 481

Other funds holding BDJ

CW
Cook Wealth Raleigh, North Carolina $206M AUM 4.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B 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 $570B AUM 27.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's BDJ Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q4 2021, closing a stake of 2,265 shares — an estimated $22K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in BDJ in Q3 2021 and held it in 1 quarter. The position peaked at $22K in Q3 2021. 178 funds tracked by Wall St. Rank hold BDJ as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 2,265 BlackRock Enhanced Equity Dividend Trust shares in Q4 2021, an estimated $22K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in BlackRock Enhanced Equity Dividend Trust in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's BlackRock Enhanced Equity Dividend Trust position peaked at $22K in Q3 2021.
  • 178 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.