HHM Wealth Advisors’s BlackRock Enhanced Global Dividend Trust BOE Stock Holding History

HHM Wealth Advisors’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 Q3	–	Sell	-10,000	Closed	-$98K	–	662
2022 Q2	$98K	Hold	10,000	–	–	0.03%	195
2022 Q1	$113K	Hold	10,000	–	–	0.03%	208
2021 Q4	$122K	Hold	10,000	–	–	0.03%	193
2021 Q3	$117K	Hold	10,000	–	–	0.03%	187
2021 Q2	$126K	Hold	10,000	–	–	0.03%	182
2021 Q1	$115K	Hold	10,000	–	–	0.04%	166
2020 Q4	$109K	Hold	10,000	–	–	0.04%	158
2020 Q3	$96K	Hold	10,000	–	–	0.04%	153
2020 Q2	$94K	Buy	10,000 +2,000	+25%	+$18.2K	0.04%	152
2020 Q1	$66K	Buy	+8,000	New	+$80.9K	0.03%	173

Other funds holding BOE

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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 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

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

HHM Wealth Advisors's BOE Position: Q3 2022 in Review

HHM Wealth Advisors sold out of BlackRock Enhanced Global Dividend Trust (BOE) in Q3 2022, closing a stake of 10,000 shares — an estimated $98K sold.

HHM Wealth Advisors first reported a position in BOE in Q1 2020 and held it in 10 quarters. The position peaked at $126K in Q2 2021. 97 funds tracked by Wall St. Rank hold BOE as of Q3 2022.

HHM Wealth Advisors reported no remaining BlackRock Enhanced Global Dividend Trust position as of Q3 2022 after selling out during the quarter.
HHM Wealth Advisors sold 10,000 BlackRock Enhanced Global Dividend Trust shares in Q3 2022, an estimated $98K.
HHM Wealth Advisors first reported a position in BlackRock Enhanced Global Dividend Trust in Q1 2020 and held it in 10 quarters.
HHM Wealth Advisors's BlackRock Enhanced Global Dividend Trust position peaked at $126K in Q2 2021.
97 funds tracked by Wall St. Rank held BlackRock Enhanced Global Dividend Trust as of Q3 2022.

Based on HHM Wealth Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.