Blue Chip Wealth Management’s Blackrock BLK Stock Holding History

Blue Chip 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
2020 Q3	$2.87M	Buy	5,097 +9	+0.2%	+$5.13K	2.27%	8
2020 Q2	$2.77M	Buy	5,088 +329	+7%	+$166K	2.62%	6
2020 Q1	$2.09M	Sell	4,759 -22	-0.5%	-$10.8K	2.61%	7
2019 Q4	$2.4M	Sell	4,781 -15	-0.3%	-$7.12K	2.22%	11
2019 Q3	$2.14M	Sell	4,796 -2	-0%	-$891	2.23%	10
2019 Q2	$2.25M	Buy	4,798 +32	+0.7%	+$14.5K	2.38%	10
2019 Q1	$2.04M	Sell	4,766 -288	-6%	-$121K	2.31%	11
2018 Q4	$1.99M	Sell	5,054 -620	-11%	-$254K	2.6%	9
2018 Q3	$2.67M	Sell	5,674 -360	-6%	-$175K	2.69%	6
2018 Q2	$3.01M	Buy	6,034 +400	+7%	+$211K	3.27%	4
2018 Q1	$3.05M	Buy	+5,634	New	+$3.09M	3.12%	4

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

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

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Blue Chip Wealth Management's BLK Position: Q3 2020 in Review

Blue Chip Wealth Management increased its Blackrock (BLK) stake by 0.18% in Q3 2020, buying an estimated $5.13K and bringing the position to 5,097 shares worth $2.87M. The position accounts for 2.27% of the portfolio, ranked #8.

Blue Chip Wealth Management first reported a position in BLK in Q1 2018 and has held it in 11 quarters since. The position peaked at $3.05M in Q1 2018. 1,439 funds tracked by Wall St. Rank hold BLK as of Q3 2020.

Blue Chip Wealth Management held 5,097 shares of Blackrock worth $2.87M as of Q3 2020.
Blue Chip Wealth Management bought 9 Blackrock shares in Q3 2020, an estimated $5.13K.
Blackrock made up 2.27% of Blue Chip Wealth Management's portfolio in Q3 2020, its #8 holding.
Blue Chip Wealth Management first reported a position in Blackrock in Q1 2018 and has held it in 11 quarters since.
Blue Chip Wealth Management's Blackrock position peaked at $3.05M in Q1 2018.
1,439 funds tracked by Wall St. Rank held Blackrock as of Q3 2020.

Based on Blue Chip Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.