BDO Wealth Advisors’s Blackrock BLK Stock Holding History

BDO 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
2023 Q2	$124K	Buy	180 +45	+33%	+$30.1K	0.01%	312
2023 Q1	$90.3K	Hold	135	–	–	0.01%	338
2022 Q4	$95.7K	Hold	135	–	–	0.01%	336
2022 Q3	$74K	Hold	135	–	–	0.01%	359
2022 Q2	$82K	Sell	135 -25	-16%	-$16.3K	0.01%	349
2022 Q1	$122K	Sell	160 -35	-18%	-$27.3K	0.01%	317
2021 Q4	$179K	Sell	195 -18	-8%	-$16.4K	0.02%	291
2021 Q3	$179K	Buy	213 +90	+73%	+$80.7K	0.02%	299
2021 Q2	$108K	Hold	123	–	–	0.01%	360
2021 Q1	$93K	Sell	123 -261	-68%	-$189K	0.01%	362
2020 Q4	$277K	Buy	384 +53	+16%	+$35.1K	0.04%	205
2020 Q3	$187K	Buy	331 +13	+4%	+$7.42K	0.03%	224
2020 Q2	$173K	Hold	318	–	–	0.03%	229
2020 Q1	$140K	Buy	318 +66	+26%	+$32.5K	0.03%	239
2019 Q4	$127K	Hold	252	–	–	0.03%	225
2019 Q3	$112K	Hold	252	–	–	0.03%	244
2019 Q2	$118K	Buy	+252	New	+$114K	0.03%	234
2018 Q4	–	Sell	-56	Closed	-$26K	–	555
2018 Q3	$26K	Sell	56 -3	-5%	-$1.46K	0.01%	353
2018 Q2	$29K	Hold	59	–	–	0.01%	345
2018 Q1	$32K	Sell	59 -2	-3%	-$1.1K	0.01%	281
2017 Q4	$31K	Buy	61 +5	+9%	+$2.43K	0.01%	243
2017 Q3	$25K	Buy	56 +29	+107%	+$12.4K	0.01%	244
2017 Q2	$11K	Buy	+27	New	+$10.8K	﹤0.01%	358

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BDO Wealth Advisors's BLK Position: Q2 2023 in Review

BDO Wealth Advisors increased its Blackrock (BLK) stake by 33% in Q2 2023, buying an estimated $30.1K and bringing the position to 180 shares worth $124K. The position accounts for 0.01% of the portfolio, ranked #312.

BDO Wealth Advisors first reported a position in BLK in Q2 2017 and has held it in 23 quarters since. The position peaked at $277K in Q4 2020. 1,853 funds tracked by Wall St. Rank hold BLK as of Q2 2023.

BDO Wealth Advisors held 180 shares of Blackrock worth $124K as of Q2 2023.
BDO Wealth Advisors bought 45 Blackrock shares in Q2 2023, an estimated $30.1K.
Blackrock made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #312 holding.
BDO Wealth Advisors first reported a position in Blackrock in Q2 2017 and has held it in 23 quarters since.
BDO Wealth Advisors's Blackrock position peaked at $277K in Q4 2020.
1,853 funds tracked by Wall St. Rank held Blackrock as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.