Wagner Wealth Management (South Carolina)’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Wagner Wealth Management (South Carolina)’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	-825	Closed	-$7K	–	274
2022 Q3	$7K	Hold	825	–	–	0.01%	468
2022 Q2	$7K	Buy	+825	New	+$7.72K	0.01%	487
2022 Q1	–	Sell	-825	Closed	-$8K	–	244
2021 Q4	$8K	Hold	825	–	–	0.01%	512
2021 Q3	$9K	Hold	825	–	–	0.01%	482
2021 Q2	$8K	Hold	825	–	–	0.01%	509
2021 Q1	$8K	Buy	+825	New	+$7.29K	0.01%	484
2018 Q3	$8K	Hold	825	–	–	0.01%	438
2018 Q2	$8K	Buy	+825	New	+$7.45K	0.01%	417

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

Wagner Wealth Management (South Carolina)'s BDJ Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q4 2022, closing a stake of 825 shares — an estimated $7K sold.

Wagner Wealth Management (South Carolina) first reported a position in BDJ in Q2 2018 and held it in 8 quarters. The position peaked at $9K in Q3 2021. 186 funds tracked by Wall St. Rank hold BDJ as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 825 BlackRock Enhanced Equity Dividend Trust shares in Q4 2022, an estimated $7K.
Wagner Wealth Management (South Carolina) first reported a position in BlackRock Enhanced Equity Dividend Trust in Q2 2018 and held it in 8 quarters.
Wagner Wealth Management (South Carolina)'s BlackRock Enhanced Equity Dividend Trust position peaked at $9K in Q3 2021.
186 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.