BW
BLK icon

Bison Wealth’s Blackrock BLK Stock Holding History

Bison Wealth’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 		$1.08M Buy
1,052
+17
+2% +$17.3K 0.24% 85
2024
Q3 		$983K Buy
1,035
+129
+14% +$112K 0.16% 138
2024
Q2 		$756K Hold
906
– – 0.12% 172
2024
Q1 		$756K Sell
906
-4
-0.4% -$3.21K 0.12% 172
2023
Q4 		$738K Buy
910
+12
+1% +$8.38K 0.13% 175
2023
Q3 		$580K Buy
898
+4
+0.4% +$2.79K 0.11% 192
2023
Q2 		$618K Buy
+894
New +$599K 0.11% 182
2023
Q1 		– Sell
-327
Closed -$245K – 258
2022
Q4 		$245K Buy
+327
New +$218K 0.08% 230
2022
Q2 		– Sell
-281
Closed -$215K – 329
2022
Q1 		$215K Sell
281
-5
-2% -$3.91K 0.11% 191
2021
Q4 		$262K Sell
286
-153
-35% -$140K 0.15% 152
2021
Q3 		$368K Hold
439
– – 0.17% 152
2021
Q2 		$384K Sell
439
-93
-17% -$78.5K 0.17% 155
2021
Q1 		$401K Buy
+532
New +$386K 0.17% 156
2020
Q1 		– Sell
-578
Closed -$291K – 338
2019
Q4 		$291K Sell
578
-10
-2% -$4.74K 0.14% 172
2019
Q3 		$262K Buy
588
+123
+26% +$54.8K 0.15% 169
2019
Q2 		$218K Buy
+465
New +$210K 0.13% 199

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bison Wealth's BLK Position: Q4 2024 in Review

Bison Wealth increased its Blackrock (BLK) stake by 1.6% in Q4 2024, buying an estimated $17.3K and bringing the position to 1,052 shares worth $1.08M. The position accounts for 0.24% of the portfolio, ranked #85.

Bison Wealth first reported a position in BLK in Q2 2019 and has held it in 16 quarters since. 2,070 funds tracked by Wall St. Rank hold BLK as of Q4 2024.

  • Bison Wealth held 1,052 shares of Blackrock worth $1.08M as of Q4 2024.
  • Bison Wealth bought 17 Blackrock shares in Q4 2024, an estimated $17.3K.
  • Blackrock made up 0.24% of Bison Wealth's portfolio in Q4 2024, its #85 holding.
  • Bison Wealth first reported a position in Blackrock in Q2 2019 and has held it in 16 quarters since.
  • 2,070 funds tracked by Wall St. Rank held Blackrock as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.