Blooom Inc’s Blackrock BLK Stock Holding History

Blooom Inc’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	–	Sell	-267	Closed	-$208K	–	47
2022 Q1	$208K	Hold	267	–	–	0.17%	42
2021 Q4	$245K	Hold	267	–	–	0.18%	40
2021 Q3	$229K	Hold	267	–	–	0.19%	37
2021 Q2	$233K	Hold	267	–	–	0.17%	42
2021 Q1	$200K	Buy	+267	New	+$194K	0.16%	46

Other funds holding BLK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Blooom Inc's BLK Position: Q2 2022 in Review

Blooom Inc sold out of Blackrock (BLK) in Q2 2022, closing a stake of 267 shares — an estimated $208K sold.

Blooom Inc first reported a position in BLK in Q1 2021 and held it in 5 quarters. The position peaked at $245K in Q4 2021. 1,752 funds tracked by Wall St. Rank hold BLK as of Q2 2022.

Blooom Inc reported no remaining Blackrock position as of Q2 2022 after selling out during the quarter.
Blooom Inc sold 267 Blackrock shares in Q2 2022, an estimated $208K.
Blooom Inc first reported a position in Blackrock in Q1 2021 and held it in 5 quarters.
Blooom Inc's Blackrock position peaked at $245K in Q4 2021.
1,752 funds tracked by Wall St. Rank held Blackrock as of Q2 2022.

Based on Blooom Inc's 13F filing for Q2 2022, filed 1 Aug 2022.