B. Riley Wealth Management’s Blackrock BLK Stock Holding History

B. Riley 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
2022 Q2	$18.1K	Buy	763 +183	+32%	+$119K	0.02%	111
2022 Q1	$443K	Sell	580 -727	-56%	-$568K	0.03%	355
2021 Q4	$1.2M	Buy	1,307 +64	+5%	+$58.4K	0.08%	210
2021 Q3	$1.04M	Buy	1,243 +90	+8%	+$80.7K	0.08%	219
2021 Q2	$1.01M	Sell	1,153 -95	-8%	-$80.2K	0.11%	161
2021 Q1	$941K	Buy	1,248 +663	+113%	+$481K	0.11%	159
2020 Q4	$422K	Sell	585 -475	-45%	-$315K	0.05%	230
2020 Q3	$597K	Buy	1,060 +672	+173%	+$383K	0.07%	203
2020 Q2	$211K	Sell	388 -317	-45%	-$160K	0.02%	363
2020 Q1	$310K	Buy	705 +189	+37%	+$93.1K	0.03%	349
2019 Q4	$259K	Buy	+516	New	+$245K	0.04%	313

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

B. Riley Wealth Management's BLK Position: Q2 2022 in Review

B. Riley Wealth Management increased its Blackrock (BLK) stake by 32% in Q2 2022, buying an estimated $119K and bringing the position to 763 shares worth $18.1K. The position accounts for 0.02% of the portfolio, ranked #111.

B. Riley Wealth Management first reported a position in BLK in Q4 2019 and has held it in 11 quarters since. The position peaked at $1.2M in Q4 2021. 1,750 funds tracked by Wall St. Rank hold BLK as of Q2 2022.

B. Riley Wealth Management held 763 shares of Blackrock worth $18.1K as of Q2 2022.
B. Riley Wealth Management bought 183 Blackrock shares in Q2 2022, an estimated $119K.
Blackrock made up 0.02% of B. Riley Wealth Management's portfolio in Q2 2022, its #111 holding.
B. Riley Wealth Management first reported a position in Blackrock in Q4 2019 and has held it in 11 quarters since.
B. Riley Wealth Management's Blackrock position peaked at $1.2M in Q4 2021.
1,750 funds tracked by Wall St. Rank held Blackrock as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.