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Annapolis Financial Services’s Blackrock BLK Stock Holding History

Annapolis Financial 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
2024
Q3 		$71.7K Buy
76
+1
+1% +$865 0.02% 134
2024
Q2 		$59K Hold
75
– – 0.02% 140
2024
Q1 		$62.5K Buy
75
+2
+3% +$1.61K 0.02% 131
2023
Q4 		$59.3K Hold
73
– – 0.01% 184
2023
Q3 		$47.2K Buy
73
+22
+43% +$15.4K 0.01% 193
2023
Q2 		$35.2K Hold
51
– – 0.01% 213
2023
Q1 		$34.1K Sell
51
-1
-2% -$704 0.01% 200
2022
Q4 		$36.8K Hold
52
– – 0.01% 193
2022
Q3 		$29K Hold
52
– – 0.01% 218
2022
Q2 		$32K Buy
52
+1
+2% +$651 0.01% 210
2022
Q1 		$39K Hold
51
– – 0.01% 205
2021
Q4 		$47K Sell
51
-40
-44% -$36.5K 0.01% 186
2021
Q3 		$76K Hold
91
– – 0.03% 148
2021
Q2 		$80K Hold
91
– – 0.03% 140
2021
Q1 		$69K Hold
91
– – 0.03% 144
2020
Q4 		$66K Buy
+91
New +$60.3K 0.03% 134

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

Annapolis Financial Services's BLK Position: Q3 2024 in Review

Annapolis Financial Services increased its Blackrock (BLK) stake by 1.3% in Q3 2024, buying an estimated $865 and bringing the position to 76 shares worth $71.7K. The position accounts for 0.02% of the portfolio, ranked #134.

Annapolis Financial Services first reported a position in BLK in Q4 2020 and has held it in 16 quarters since. The position peaked at $80K in Q2 2021. 1,805 funds tracked by Wall St. Rank hold BLK as of Q3 2024.

  • Annapolis Financial Services held 76 shares of Blackrock worth $71.7K as of Q3 2024.
  • Annapolis Financial Services bought 1 Blackrock share in Q3 2024, an estimated $865.
  • Blackrock made up 0.02% of Annapolis Financial Services's portfolio in Q3 2024, its #134 holding.
  • Annapolis Financial Services first reported a position in Blackrock in Q4 2020 and has held it in 16 quarters since.
  • Annapolis Financial Services's Blackrock position peaked at $80K in Q2 2021.
  • 1,805 funds tracked by Wall St. Rank held Blackrock as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.