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SFMG Wealth Advisors’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

SFMG Wealth 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
2023
Q3 		– Sell
-10,217
Closed -$85.2K – 257
2023
Q2 		$85.2K Buy
10,217
+129
+1% +$1.07K 0.01% 240
2023
Q1 		$86.7K Buy
+10,088
New +$89.9K 0.01% 245

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
CW
Cook Wealth Raleigh, North Carolina $206M AUM 4.73% 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 $377B AUM 19.32% 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

SFMG Wealth Advisors's BDJ Position: Q3 2023 in Review

SFMG Wealth Advisors sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q3 2023, closing a stake of 10,217 shares — an estimated $85.2K sold.

SFMG Wealth Advisors first reported a position in BDJ in Q1 2023 and held it in 2 quarters. The position peaked at $86.7K in Q1 2023. 197 funds tracked by Wall St. Rank hold BDJ as of Q3 2023.

  • SFMG Wealth Advisors reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q3 2023 after selling out during the quarter.
  • SFMG Wealth Advisors sold 10,217 BlackRock Enhanced Equity Dividend Trust shares in Q3 2023, an estimated $85.2K.
  • SFMG Wealth Advisors first reported a position in BlackRock Enhanced Equity Dividend Trust in Q1 2023 and held it in 2 quarters.
  • SFMG Wealth Advisors's BlackRock Enhanced Equity Dividend Trust position peaked at $86.7K in Q1 2023.
  • 197 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q3 2023.

Based on SFMG Wealth Advisors's 13F filing for Q3 2023, filed 6 Nov 2023.