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

Sutton 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
2022 Q4	–	Sell	-352	Closed	-$3.11K	–	1664
2022 Q3	$2.85K	Hold	352	–	–	﹤0.01%	1144
2022 Q2	$3.11K	Hold	352	–	–	﹤0.01%	1122
2022 Q1	$3.48K	Hold	352	–	–	﹤0.01%	1125
2021 Q4	$3.55K	Hold	352	–	–	﹤0.01%	1120
2021 Q3	$3.45K	Hold	352	–	–	﹤0.01%	1106
2021 Q2	$3.57K	Buy	+352	New	+$3.54K	﹤0.01%	1093

Other funds holding BDJ

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

Cook Wealth Raleigh, North Carolina $206M AUM 4.73% 1-Year Est. Return

RJFSA

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Sutton Wealth Advisors's BDJ Position: Q4 2022 in Review

Sutton Wealth Advisors sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q4 2022, closing a stake of 352 shares — an estimated $3.11K sold.

Sutton Wealth Advisors first reported a position in BDJ in Q2 2021 and held it in 6 quarters. The position peaked at $3.57K in Q2 2021. 186 funds tracked by Wall St. Rank hold BDJ as of Q4 2022.

Sutton Wealth Advisors reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q4 2022 after selling out during the quarter.
Sutton Wealth Advisors sold 352 BlackRock Enhanced Equity Dividend Trust shares in Q4 2022, an estimated $3.11K.
Sutton Wealth Advisors first reported a position in BlackRock Enhanced Equity Dividend Trust in Q2 2021 and held it in 6 quarters.
Sutton Wealth Advisors's BlackRock Enhanced Equity Dividend Trust position peaked at $3.57K in Q2 2021.
186 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q4 2022.

Based on Sutton Wealth Advisors's 13F filing for Q4 2022, filed 7 Nov 2023.