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Alta Wealth Advisors’s Blackrock BLK Stock Holding History

Alta Wealth 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
2025
Q1 		– Sell
-542
Closed -$556K – 143
2024
Q4 		$556K Buy
+542
New +$550K 0.24% 79
2023
Q3 		– Sell
-1,027
Closed -$710K – 130
2023
Q2 		$710K Sell
1,027
-4
-0.4% -$2.68K 0.42% 70
2023
Q1 		$690K Sell
1,031
-4
-0.4% -$2.82K 0.44% 72
2022
Q4 		$733K Sell
1,035
-4
-0.4% -$2.67K 0.5% 65
2022
Q3 		$572K Buy
+1,039
New +$680K 0.41% 74

Other funds holding BLK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Alta Wealth Advisors's BLK Position: Q1 2025 in Review

Alta Wealth Advisors sold out of Blackrock (BLK) in Q1 2025, closing a stake of 542 shares — an estimated $556K sold.

Alta Wealth Advisors first reported a position in BLK in Q3 2022 and held it in 5 quarters. The position peaked at $733K in Q4 2022. 2,202 funds tracked by Wall St. Rank hold BLK as of Q1 2025.

  • Alta Wealth Advisors reported no remaining Blackrock position as of Q1 2025 after selling out during the quarter.
  • Alta Wealth Advisors sold 542 Blackrock shares in Q1 2025, an estimated $556K.
  • Alta Wealth Advisors first reported a position in Blackrock in Q3 2022 and held it in 5 quarters.
  • Alta Wealth Advisors's Blackrock position peaked at $733K in Q4 2022.
  • 2,202 funds tracked by Wall St. Rank held Blackrock as of Q1 2025.

Based on Alta Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.