Ignite Planners’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Ignite Planners’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
2023 Q4	–	Sell	-11,101	Closed	-$81.9K	–	285
2023 Q3	$81.9K	Hold	11,101	–	–	0.03%	319
2023 Q2	$91.6K	Hold	11,101	–	–	0.04%	254
2023 Q1	$94.8K	Hold	11,101	–	–	0.04%	250
2022 Q4	$101K	Hold	11,101	–	–	0.04%	246
2022 Q3	$92K	Hold	11,101	–	–	0.07%	167
2022 Q2	$101K	Hold	11,101	–	–	0.08%	161
2022 Q1	$105K	Hold	11,101	–	–	0.07%	177
2021 Q4	$112K	Buy	+11,101	New	+$112K	0.07%	170

Other funds holding BDJ

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $12.9B AUM 27.3% 1-Year Est. Return

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

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

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

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

Ignite Planners's BDJ Position: Q4 2023 in Review

Ignite Planners sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q4 2023, closing a stake of 11,101 shares — an estimated $81.9K sold.

Ignite Planners first reported a position in BDJ in Q4 2021 and held it in 8 quarters. The position peaked at $112K in Q4 2021. 213 funds tracked by Wall St. Rank hold BDJ as of Q4 2023.

Ignite Planners reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q4 2023 after selling out during the quarter.
Ignite Planners sold 11,101 BlackRock Enhanced Equity Dividend Trust shares in Q4 2023, an estimated $81.9K.
Ignite Planners first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2021 and held it in 8 quarters.
Ignite Planners's BlackRock Enhanced Equity Dividend Trust position peaked at $112K in Q4 2021.
213 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q4 2023.

Based on Ignite Planners's 13F filing for Q4 2023, filed 9 Jan 2024.