MGIA
BDJ icon

Moneta Group Investment Advisors’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Moneta Group Investment Advisors’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
-10,000
Closed -$76.9K – 611
2023
Q4 		$76.9K Buy
+10,000
New +$75.3K ﹤0.01% 544

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

Moneta Group Investment Advisors's BDJ Position: Q1 2024 in Review

Moneta Group Investment Advisors sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q1 2024, closing a stake of 10,000 shares — an estimated $76.9K sold.

Moneta Group Investment Advisors first reported a position in BDJ in Q4 2023 and held it in 1 quarter. The position peaked at $76.9K in Q4 2023. 207 funds tracked by Wall St. Rank hold BDJ as of Q1 2024.

  • Moneta Group Investment Advisors reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q1 2024 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 10,000 BlackRock Enhanced Equity Dividend Trust shares in Q1 2024, an estimated $76.9K.
  • Moneta Group Investment Advisors first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2023 and held it in 1 quarter.
  • Moneta Group Investment Advisors's BlackRock Enhanced Equity Dividend Trust position peaked at $76.9K in Q4 2023.
  • 207 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q1 2024.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2024, filed 13 Aug 2024.