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Triad Wealth Partners’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Triad Wealth Partners’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
2024
Q3 		– Sell
-155
Closed -$1.27K – 139
2024
Q2 		$1.27K Buy
+155
New +$1.26K ﹤0.01% 846

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
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
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Triad Wealth Partners's BDJ Position: Q3 2024 in Review

Triad Wealth Partners sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q3 2024, closing a stake of 155 shares — an estimated $1.27K sold.

Triad Wealth Partners first reported a position in BDJ in Q2 2024 and held it in 1 quarter. The position peaked at $1.27K in Q2 2024. 209 funds tracked by Wall St. Rank hold BDJ as of Q3 2024.

  • Triad Wealth Partners reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 155 BlackRock Enhanced Equity Dividend Trust shares in Q3 2024, an estimated $1.27K.
  • Triad Wealth Partners first reported a position in BlackRock Enhanced Equity Dividend Trust in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's BlackRock Enhanced Equity Dividend Trust position peaked at $1.27K in Q2 2024.
  • 209 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.