Spire Wealth Management’s BlackRock Enhanced International Dividend Trust BGY Stock Holding History

Spire Wealth Management’s Portfolio BGY Stock Details BGY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,965	Closed	-$9.8K	–	2373
2023 Q3	$9.8K	Buy	1,965 +500	+34%	+$2.64K	﹤0.01%	1736
2023 Q2	$7.97K	Buy	+1,465	New	+$8.03K	﹤0.01%	1884
2022 Q3	–	Sell	-1,000	Closed	-$5K	–	2206
2022 Q2	$5K	Hold	1,000	–	–	﹤0.01%	2110
2022 Q1	$6K	Hold	1,000	–	–	﹤0.01%	2177
2021 Q4	$6K	Hold	1,000	–	–	﹤0.01%	2509
2021 Q3	$6K	Buy	+1,000	New	+$6.36K	﹤0.01%	2222

Other funds holding BGY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Spire Wealth Management's BGY Position: Q4 2023 in Review

Spire Wealth Management sold out of BlackRock Enhanced International Dividend Trust (BGY) in Q4 2023, closing a stake of 1,965 shares — an estimated $9.8K sold.

Spire Wealth Management first reported a position in BGY in Q3 2021 and held it in 6 quarters. The position peaked at $9.8K in Q3 2023. 94 funds tracked by Wall St. Rank hold BGY as of Q4 2023.

Spire Wealth Management reported no remaining BlackRock Enhanced International Dividend Trust position as of Q4 2023 after selling out during the quarter.
Spire Wealth Management sold 1,965 BlackRock Enhanced International Dividend Trust shares in Q4 2023, an estimated $9.8K.
Spire Wealth Management first reported a position in BlackRock Enhanced International Dividend Trust in Q3 2021 and held it in 6 quarters.
Spire Wealth Management's BlackRock Enhanced International Dividend Trust position peaked at $9.8K in Q3 2023.
94 funds tracked by Wall St. Rank held BlackRock Enhanced International Dividend Trust as of Q4 2023.

Based on Spire Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.