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

Visionary 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	-10,574	Closed	-$88.2K	–	450
2023 Q2	$88.2K	Sell	10,574 -1,509	-12%	-$12.5K	0.01%	445
2023 Q1	$104K	Buy	12,083 +35	+0.3%	+$312	0.01%	437
2022 Q4	$109K	Buy	12,048 +1,180	+11%	+$10.4K	0.01%	403
2022 Q3	$88K	Buy	10,868 +32	+0.3%	+$295	0.01%	382
2022 Q2	$96K	Buy	10,836 +30	+0.3%	+$281	0.01%	414
2022 Q1	$107K	Buy	10,806 +397	+4%	+$3.88K	0.01%	421
2021 Q4	$105K	Buy	10,409 +325	+3%	+$3.27K	0.01%	371
2021 Q3	$99K	Buy	+10,084	New	+$102K	0.01%	302

Other funds holding BDJ

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

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 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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Visionary Wealth Advisors sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q3 2023, closing a stake of 10,574 shares — an estimated $88.2K sold.

Visionary Wealth Advisors first reported a position in BDJ in Q3 2021 and held it in 8 quarters. The position peaked at $109K in Q4 2022. 197 funds tracked by Wall St. Rank hold BDJ as of Q3 2023.

Visionary Wealth Advisors reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q3 2023 after selling out during the quarter.
Visionary Wealth Advisors sold 10,574 BlackRock Enhanced Equity Dividend Trust shares in Q3 2023, an estimated $88.2K.
Visionary Wealth Advisors first reported a position in BlackRock Enhanced Equity Dividend Trust in Q3 2021 and held it in 8 quarters.
Visionary Wealth Advisors's BlackRock Enhanced Equity Dividend Trust position peaked at $109K in Q4 2022.
197 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q3 2023.

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