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

Parisi Gray 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
2021 Q3	–	Sell	-2,509	Closed	-$25K	–	175
2021 Q2	$25K	Buy	+2,509	New	+$25.2K	0.01%	355
2019 Q2	–	Sell	-6,889	Closed	-$59K	–	148
2019 Q1	$59K	Hold	6,889	–	–	0.04%	193
2018 Q4	$53K	Hold	6,889	–	–	0.04%	198
2018 Q3	$65K	Hold	6,889	–	–	0.04%	191
2018 Q2	$62K	Hold	6,889	–	–	0.04%	199
2018 Q1	$60K	Buy	6,889 +2	+0%	+$18	0.05%	193
2017 Q4	$63K	Buy	+6,887	New	+$62.8K	0.05%	187

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PPA

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

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

Parisi Gray Wealth Management's BDJ Position: Q3 2021 in Review

Parisi Gray Wealth Management sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q3 2021, closing a stake of 2,509 shares — an estimated $25K sold.

Parisi Gray Wealth Management first reported a position in BDJ in Q4 2017 and held it in 7 quarters. The position peaked at $65K in Q3 2018. 161 funds tracked by Wall St. Rank hold BDJ as of Q3 2021.

Parisi Gray Wealth Management reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q3 2021 after selling out during the quarter.
Parisi Gray Wealth Management sold 2,509 BlackRock Enhanced Equity Dividend Trust shares in Q3 2021, an estimated $25K.
Parisi Gray Wealth Management first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2017 and held it in 7 quarters.
Parisi Gray Wealth Management's BlackRock Enhanced Equity Dividend Trust position peaked at $65K in Q3 2018.
161 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q3 2021.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2021, filed 16 Nov 2021.