JPWM
BDJ icon

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

Jamison Private 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
2024
Q2 		– Sell
-15,637
Closed -$129K – 433
2024
Q1 		$129K Buy
15,637
+323
+2% +$2.58K 0.02% 200
2023
Q4 		$118K Buy
15,314
+545
+4% +$4.11K 0.02% 200
2023
Q3 		$112K Buy
+14,769
New +$118K 0.02% 194

Other funds holding BDJ

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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Jamison Private Wealth Management's BDJ Position: Q2 2024 in Review

Jamison Private Wealth Management sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q2 2024, closing a stake of 15,637 shares — an estimated $129K sold.

Jamison Private Wealth Management first reported a position in BDJ in Q3 2023 and held it in 3 quarters. The position peaked at $129K in Q1 2024. 212 funds tracked by Wall St. Rank hold BDJ as of Q2 2024.

  • Jamison Private Wealth Management reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q2 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 15,637 BlackRock Enhanced Equity Dividend Trust shares in Q2 2024, an estimated $129K.
  • Jamison Private Wealth Management first reported a position in BlackRock Enhanced Equity Dividend Trust in Q3 2023 and held it in 3 quarters.
  • Jamison Private Wealth Management's BlackRock Enhanced Equity Dividend Trust position peaked at $129K in Q1 2024.
  • 212 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q2 2024.

Based on Jamison Private Wealth Management's 13F filing for Q2 2024, filed 11 Jul 2024.