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Piershale Financial Group’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Piershale Financial Group’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
Q2 		$14.6K Buy
1,756
+35
+2% +$291 0.01% 94
2023
Q1 		$14.8K Buy
1,721
+21
+1% +$187 0.01% 87
2022
Q4 		$15.3K Buy
+1,700
New +$15K 0.01% 82

Other funds holding BDJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CW
Cook Wealth Raleigh, North Carolina $206M AUM 4.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Piershale Financial Group's BDJ Position: Q2 2023 in Review

Piershale Financial Group increased its BlackRock Enhanced Equity Dividend Trust (BDJ) stake by 2% in Q2 2023, buying an estimated $291 and bringing the position to 1,756 shares worth $14.6K. The position accounts for 0.01% of the portfolio, ranked #94.

Piershale Financial Group first reported a position in BDJ in Q4 2022 and has held it in 3 quarters since. The position peaked at $15.3K in Q4 2022. 194 funds tracked by Wall St. Rank hold BDJ as of Q2 2023.

  • Piershale Financial Group held 1,756 shares of BlackRock Enhanced Equity Dividend Trust worth $14.6K as of Q2 2023.
  • Piershale Financial Group bought 35 BlackRock Enhanced Equity Dividend Trust shares in Q2 2023, an estimated $291.
  • BlackRock Enhanced Equity Dividend Trust made up 0.01% of Piershale Financial Group's portfolio in Q2 2023, its #94 holding.
  • Piershale Financial Group first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2022 and has held it in 3 quarters since.
  • Piershale Financial Group's BlackRock Enhanced Equity Dividend Trust position peaked at $15.3K in Q4 2022.
  • 194 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.