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Prospera Financial Services’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Prospera Financial Services’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
2022
Q2 		– Sell
-482
Closed -$5K – 1702
2022
Q1 		$5K Buy
+482
New +$4.71K ﹤0.01% 2249
2021
Q2 		– Sell
-15,670
Closed -$148K – 792
2021
Q1 		$148K Buy
15,670
+254
+2% +$2.24K 0.01% 725
2020
Q4 		$131K Buy
+15,416
New +$121K 0.01% 659

Other funds holding BDJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Prospera Financial Services's BDJ Position: Q2 2022 in Review

Prospera Financial Services sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q2 2022, closing a stake of 482 shares — an estimated $5K sold.

Prospera Financial Services first reported a position in BDJ in Q4 2020 and held it in 3 quarters. The position peaked at $148K in Q1 2021. 186 funds tracked by Wall St. Rank hold BDJ as of Q2 2022.

  • Prospera Financial Services reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 482 BlackRock Enhanced Equity Dividend Trust shares in Q2 2022, an estimated $5K.
  • Prospera Financial Services first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2020 and held it in 3 quarters.
  • Prospera Financial Services's BlackRock Enhanced Equity Dividend Trust position peaked at $148K in Q1 2021.
  • 186 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.