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U.S. Capital Wealth Advisors’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

U.S. Capital 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
Q1 		– Sell
-2,704
Closed -$24.4K – 724
2022
Q4 		$24.4K Buy
+2,704
New +$23.9K ﹤0.01% 1060

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

U.S. Capital Wealth Advisors's BDJ Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q1 2023, closing a stake of 2,704 shares — an estimated $24.4K sold.

U.S. Capital Wealth Advisors first reported a position in BDJ in Q4 2022 and held it in 1 quarter. The position peaked at $24.4K in Q4 2022. 193 funds tracked by Wall St. Rank hold BDJ as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 2,704 BlackRock Enhanced Equity Dividend Trust shares in Q1 2023, an estimated $24.4K.
  • U.S. Capital Wealth Advisors first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's BlackRock Enhanced Equity Dividend Trust position peaked at $24.4K in Q4 2022.
  • 193 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.