BWP
BLK icon

Bernardo Wealth Planning’s Blackrock BLK Stock Holding History

Bernardo Wealth Planning’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
2021
Q1 		– Sell
-372
Closed -$268K – 89
2020
Q4 		$268K Sell
372
-19
-5% -$12.6K 0.1% 144
2020
Q3 		$220K Buy
391
+12
+3% +$6.85K 0.1% 143
2020
Q2 		$206K Buy
+379
New +$191K 0.11% 133
2019
Q2 		– Sell
-497
Closed -$212K – 150
2019
Q1 		$212K Buy
+497
New +$209K 0.17% 135

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bernardo Wealth Planning's BLK Position: Q1 2021 in Review

Bernardo Wealth Planning sold out of Blackrock (BLK) in Q1 2021, closing a stake of 372 shares — an estimated $268K sold.

Bernardo Wealth Planning first reported a position in BLK in Q1 2019 and held it in 4 quarters. The position peaked at $268K in Q4 2020. 1,666 funds tracked by Wall St. Rank hold BLK as of Q1 2021.

  • Bernardo Wealth Planning reported no remaining Blackrock position as of Q1 2021 after selling out during the quarter.
  • Bernardo Wealth Planning sold 372 Blackrock shares in Q1 2021, an estimated $268K.
  • Bernardo Wealth Planning first reported a position in Blackrock in Q1 2019 and held it in 4 quarters.
  • Bernardo Wealth Planning's Blackrock position peaked at $268K in Q4 2020.
  • 1,666 funds tracked by Wall St. Rank held Blackrock as of Q1 2021.

Based on Bernardo Wealth Planning's 13F filing for Q1 2021, filed 23 Apr 2021.