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Alera Investment Advisors’s Blackrock BLK Stock Holding History

Alera Investment Advisors’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
2024
Q3 		$747K Buy
787
+133
+20% +$115K 0.09% 94
2024
Q2 		$515K Sell
654
-368
-36% -$287K 0.06% 129
2024
Q1 		$852K Sell
1,022
-12
-1% -$9.64K 0.12% 77
2023
Q4 		$839K Sell
1,034
-37
-3% -$25.8K 0.11% 74
2023
Q3 		$692K Sell
1,071
-40
-4% -$27.9K 0.11% 84
2023
Q2 		$768K Buy
1,111
+53
+5% +$35.5K 0.17% 79
2023
Q1 		$708K Buy
1,058
+16
+2% +$11.3K 0.16% 76
2022
Q4 		$738K Sell
1,042
-29
-3% -$19.4K 0.17% 69
2022
Q3 		$589K Buy
1,071
+3
+0.3% +$1.96K 0.17% 85
2022
Q2 		$650K Buy
1,068
+185
+21% +$120K 0.18% 79
2022
Q1 		$675K Buy
+883
New +$690K 0.15% 94
2019
Q2 		– Sell
-202
Closed -$86K – 193
2019
Q1 		$86K Buy
202
+18
+10% +$7.55K 0.04% 114
2018
Q4 		$72K Buy
+184
New +$75.4K 0.04% 141

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Alera Investment Advisors's BLK Position: Q3 2024 in Review

Alera Investment Advisors increased its Blackrock (BLK) stake by 20% in Q3 2024, buying an estimated $115K and bringing the position to 787 shares worth $747K. The position accounts for 0.09% of the portfolio, ranked #94.

Alera Investment Advisors first reported a position in BLK in Q4 2018 and has held it in 13 quarters since. The position peaked at $852K in Q1 2024. 1,806 funds tracked by Wall St. Rank hold BLK as of Q3 2024.

  • Alera Investment Advisors held 787 shares of Blackrock worth $747K as of Q3 2024.
  • Alera Investment Advisors bought 133 Blackrock shares in Q3 2024, an estimated $115K.
  • Blackrock made up 0.09% of Alera Investment Advisors's portfolio in Q3 2024, its #94 holding.
  • Alera Investment Advisors first reported a position in Blackrock in Q4 2018 and has held it in 13 quarters since.
  • Alera Investment Advisors's Blackrock position peaked at $852K in Q1 2024.
  • 1,806 funds tracked by Wall St. Rank held Blackrock as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.