BWM
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Birchcreek Wealth Management’s Blackrock BLK Stock Holding History

Birchcreek 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
2021
Q1 		– Sell
-83
Closed -$59K – 133
2020
Q4 		$59K Buy
+83
New +$55K 0.06% 197

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

Birchcreek Wealth Management's BLK Position: Q1 2021 in Review

Birchcreek Wealth Management sold out of Blackrock (BLK) in Q1 2021, closing a stake of 83 shares — an estimated $59K sold.

Birchcreek Wealth Management first reported a position in BLK in Q4 2020 and held it in 1 quarter. The position peaked at $59K in Q4 2020. 1,666 funds tracked by Wall St. Rank hold BLK as of Q1 2021.

  • Birchcreek Wealth Management reported no remaining Blackrock position as of Q1 2021 after selling out during the quarter.
  • Birchcreek Wealth Management sold 83 Blackrock shares in Q1 2021, an estimated $59K.
  • Birchcreek Wealth Management first reported a position in Blackrock in Q4 2020 and held it in 1 quarter.
  • Birchcreek Wealth Management's Blackrock position peaked at $59K in Q4 2020.
  • 1,666 funds tracked by Wall St. Rank held Blackrock as of Q1 2021.

Based on Birchcreek Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.