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Laurel Wealth Advisors (North Carolina)’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
Q1 		– Sell
-10
Closed -$77 – 639
2023
Q4 		$77 Hold
10
– – ﹤0.01% 569
2023
Q3 		$77 Hold
10
– – ﹤0.01% 582
2023
Q2 		$84 Hold
10
– – ﹤0.01% 577
2023
Q1 		$86 Hold
10
– – ﹤0.01% 577
2022
Q4 		$91 Buy
+10
New +$88 ﹤0.01% 555
2022
Q2 		– Sell
-10
Closed – – 637
2022
Q1 		$0 Hold
10
– – ﹤0.01% 669
2021
Q4 		$0 Hold
10
– – ﹤0.01% 668
2021
Q3 		$0 Hold
10
– – ﹤0.01% 676
2021
Q2 		$0 Buy
+10
New +$100 ﹤0.01% 739
2020
Q4 		– Sell
-10
Closed – – 589
2020
Q3 		$0 Hold
10
– – ﹤0.01% 530
2020
Q2 		$0 Hold
10
– – ﹤0.01% 514
2020
Q1 		$0 Hold
10
– – ﹤0.01% 516
2019
Q4 		$0 Hold
10
– – ﹤0.01% 527
2019
Q3 		$0 Buy
+10
New +$90 ﹤0.01% 513

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s BDJ Position: Q1 2024 in Review

Laurel Wealth Advisors (North Carolina) sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q1 2024, closing a stake of 10 shares — an estimated $77 sold.

Laurel Wealth Advisors (North Carolina) first reported a position in BDJ in Q3 2019 and held it in 14 quarters. The position peaked at $91 in Q4 2022. 207 funds tracked by Wall St. Rank hold BDJ as of Q1 2024.

  • Laurel Wealth Advisors (North Carolina) reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q1 2024 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 10 BlackRock Enhanced Equity Dividend Trust shares in Q1 2024, an estimated $77.
  • Laurel Wealth Advisors (North Carolina) first reported a position in BlackRock Enhanced Equity Dividend Trust in Q3 2019 and held it in 14 quarters.
  • Laurel Wealth Advisors (North Carolina)'s BlackRock Enhanced Equity Dividend Trust position peaked at $91 in Q4 2022.
  • 207 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q1 2024.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2024, filed 13 May 2024.