Avitas Wealth Management’s Blackrock BLK Stock Holding History

Avitas 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
2024 Q4	$2.95M	Buy	2,876 +37	+1%	+$37.6K	0.41%	62
2024 Q3	$2.7M	Buy	2,839 +674	+31%	+$583K	0.38%	69
2024 Q2	$1.7M	Buy	2,165 +2	+0.1%	+$1.56K	0.25%	101
2024 Q1	$1.8M	Buy	2,163 +745	+53%	+$599K	0.27%	97
2023 Q4	$1.15M	Buy	1,418 +52	+4%	+$36.3K	0.19%	120
2023 Q3	$883K	Sell	1,366 -4	-0.3%	-$2.79K	0.17%	130
2023 Q2	$947K	Buy	+1,370	New	+$918K	0.17%	129
2022 Q2	–	Sell	-3,192	Closed	-$2.44M	–	200
2022 Q1	$2.44M	Buy	+3,192	New	+$2.49M	0.44%	68
2019 Q1	–	Sell	-2,007	Closed	-$788K	–	161
2018 Q4	$788K	Sell	2,007 -7,423	-79%	-$3.04M	0.26%	107
2018 Q3	$4.45M	Buy	9,430 +368	+4%	+$179K	1.26%	13
2018 Q2	$4.52M	Buy	+9,062	New	+$4.79M	1.41%	9

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avitas Wealth Management's BLK Position: Q4 2024 in Review

Avitas Wealth Management increased its Blackrock (BLK) stake by 1.3% in Q4 2024, buying an estimated $37.6K and bringing the position to 2,876 shares worth $2.95M. The position accounts for 0.41% of the portfolio, ranked #62.

Avitas Wealth Management first reported a position in BLK in Q2 2018 and has held it in 11 quarters since. The position peaked at $4.52M in Q2 2018. 2,069 funds tracked by Wall St. Rank hold BLK as of Q4 2024.

Avitas Wealth Management held 2,876 shares of Blackrock worth $2.95M as of Q4 2024.
Avitas Wealth Management bought 37 Blackrock shares in Q4 2024, an estimated $37.6K.
Blackrock made up 0.41% of Avitas Wealth Management's portfolio in Q4 2024, its #62 holding.
Avitas Wealth Management first reported a position in Blackrock in Q2 2018 and has held it in 11 quarters since.
Avitas Wealth Management's Blackrock position peaked at $4.52M in Q2 2018.
2,069 funds tracked by Wall St. Rank held Blackrock as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.