Advocacy Wealth Management Services’s Blackrock BLK Stock Holding History

Advocacy Wealth Management Services’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
2022 Q2	–	Sell	-2	Closed	-$2K	–	141
2022 Q1	$2K	Hold	2	–	–	﹤0.01%	143
2021 Q4	$2K	Hold	2	–	–	﹤0.01%	143
2021 Q3	$2K	Hold	2	–	–	﹤0.01%	141
2021 Q2	$2K	Buy	+2	New	+$1.69K	﹤0.01%	159
2016 Q2	–	Sell	-2	Closed	-$1K	–	401
2016 Q1	$1K	Sell	2 -12	-86%	-$3.81K	﹤0.01%	476
2015 Q4	$5K	Buy	+14	New	+$4.76K	0.01%	414

Other funds holding BLK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Advocacy Wealth Management Services's BLK Position: Q2 2022 in Review

Advocacy Wealth Management Services sold out of Blackrock (BLK) in Q2 2022, closing a stake of 2 shares — an estimated $2K sold.

Advocacy Wealth Management Services first reported a position in BLK in Q4 2015 and held it in 6 quarters. The position peaked at $5K in Q4 2015. 1,750 funds tracked by Wall St. Rank hold BLK as of Q2 2022.

Advocacy Wealth Management Services reported no remaining Blackrock position as of Q2 2022 after selling out during the quarter.
Advocacy Wealth Management Services sold 2 Blackrock shares in Q2 2022, an estimated $2K.
Advocacy Wealth Management Services first reported a position in Blackrock in Q4 2015 and held it in 6 quarters.
Advocacy Wealth Management Services's Blackrock position peaked at $5K in Q4 2015.
1,750 funds tracked by Wall St. Rank held Blackrock as of Q2 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2022, filed 6 Jul 2022.