AWM
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Accel Wealth Management’s Blackrock BLK Stock Holding History

Accel Wealth Management’s Portfolio BLK Stock Details BLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-35
Closed -$23.4K – 244
2023
Q1 		$23.4K Sell
35
-5
-13% -$3.52K 0.01% 659
2022
Q4 		$28.3K Buy
40
+10
+33% +$6.68K 0.01% 473
2022
Q3 		$18K Hold
30
– – 0.01% 582
2022
Q2 		$18K Hold
30
– – 0.01% 567
2022
Q1 		$23K Hold
30
– – 0.01% 518
2021
Q4 		$27K Hold
30
– – 0.01% 506
2021
Q3 		$25K Hold
30
– – 0.02% 452
2021
Q2 		$26K Hold
30
– – 0.02% 463
2021
Q1 		$23K Buy
+30
New +$21.8K 0.02% 467

Other funds holding BLK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Accel Wealth Management's BLK Position: Q2 2023 in Review

Accel Wealth Management sold out of Blackrock (BLK) in Q2 2023, closing a stake of 35 shares — an estimated $23.4K sold.

Accel Wealth Management first reported a position in BLK in Q1 2021 and held it in 9 quarters. The position peaked at $28.3K in Q4 2022. 1,853 funds tracked by Wall St. Rank hold BLK as of Q2 2023.

  • Accel Wealth Management reported no remaining Blackrock position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 35 Blackrock shares in Q2 2023, an estimated $23.4K.
  • Accel Wealth Management first reported a position in Blackrock in Q1 2021 and held it in 9 quarters.
  • Accel Wealth Management's Blackrock position peaked at $28.3K in Q4 2022.
  • 1,853 funds tracked by Wall St. Rank held Blackrock as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.