Howard Wealth Management’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Howard Wealth 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
2022 Q1	–	Sell	-10,018	Closed	-$100K	–	134
2021 Q4	$100K	Hold	10,018	–	–	0.05%	130
2021 Q3	$98K	Hold	10,018	–	–	0.05%	126
2021 Q2	$101K	Hold	10,018	–	–	0.06%	128
2021 Q1	$94K	Hold	10,018	–	–	0.05%	125
2020 Q4	$84K	Hold	10,018	–	–	0.05%	122
2020 Q3	$73K	Sell	10,018 -2,752	-22%	-$20.5K	0.05%	116
2020 Q2	$93K	Hold	12,770	–	–	0.08%	109
2020 Q1	$83K	Hold	12,770	–	–	0.09%	97
2019 Q4	$126K	Buy	+12,770	New	+$120K	0.11%	126

Other funds holding BDJ

Cook Wealth Raleigh, North Carolina $206M AUM 4.73% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Howard Wealth Management's BDJ Position: Q1 2022 in Review

Howard Wealth Management sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q1 2022, closing a stake of 10,018 shares — an estimated $100K sold.

Howard Wealth Management first reported a position in BDJ in Q4 2019 and held it in 9 quarters. The position peaked at $126K in Q4 2019. 182 funds tracked by Wall St. Rank hold BDJ as of Q1 2022.

Howard Wealth Management reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q1 2022 after selling out during the quarter.
Howard Wealth Management sold 10,018 BlackRock Enhanced Equity Dividend Trust shares in Q1 2022, an estimated $100K.
Howard Wealth Management first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2019 and held it in 9 quarters.
Howard Wealth Management's BlackRock Enhanced Equity Dividend Trust position peaked at $126K in Q4 2019.
182 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q1 2022.

Based on Howard Wealth Management's 13F filing for Q1 2022, filed 20 Apr 2022.