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

WealthShield 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
2022 Q1	–	Sell	-34,747	Closed	-$350K	–	335
2021 Q4	$350K	Buy	+34,747	New	+$349K	0.06%	219
2021 Q3	–	Sell	-9,837	Closed	-$100K	–	284
2021 Q2	$100K	Buy	9,837 +600	+6%	+$6.03K	0.02%	364
2021 Q1	$86K	Buy	+9,237	New	+$81.6K	0.02%	363

Other funds holding BDJ

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

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

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

RJFSA

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

WealthShield Partners's BDJ Position: Q1 2022 in Review

WealthShield Partners sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q1 2022, closing a stake of 34,747 shares — an estimated $350K sold.

WealthShield Partners first reported a position in BDJ in Q1 2021 and held it in 3 quarters. The position peaked at $350K in Q4 2021. 182 funds tracked by Wall St. Rank hold BDJ as of Q1 2022.

WealthShield Partners reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q1 2022 after selling out during the quarter.
WealthShield Partners sold 34,747 BlackRock Enhanced Equity Dividend Trust shares in Q1 2022, an estimated $350K.
WealthShield Partners first reported a position in BlackRock Enhanced Equity Dividend Trust in Q1 2021 and held it in 3 quarters.
WealthShield Partners's BlackRock Enhanced Equity Dividend Trust position peaked at $350K in Q4 2021.
182 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q1 2022.

Based on WealthShield Partners's 13F filing for Q1 2022, filed 9 May 2022.