BFA
BLK icon

Brendel Financial Advisors’s Blackrock BLK Stock Holding History

Brendel Financial Advisors’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
Q4 		– Sell
-362
Closed -$304K – 109
2021
Q3 		$304K Buy
362
+94
+35% +$84.2K 0.36% 48
2021
Q2 		$234K Buy
+268
New +$226K 0.13% 99

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Brendel Financial Advisors's BLK Position: Q4 2021 in Review

Brendel Financial Advisors sold out of Blackrock (BLK) in Q4 2021, closing a stake of 362 shares — an estimated $304K sold.

Brendel Financial Advisors first reported a position in BLK in Q2 2021 and held it in 2 quarters. The position peaked at $304K in Q3 2021. 1,879 funds tracked by Wall St. Rank hold BLK as of Q4 2021.

  • Brendel Financial Advisors reported no remaining Blackrock position as of Q4 2021 after selling out during the quarter.
  • Brendel Financial Advisors sold 362 Blackrock shares in Q4 2021, an estimated $304K.
  • Brendel Financial Advisors first reported a position in Blackrock in Q2 2021 and held it in 2 quarters.
  • Brendel Financial Advisors's Blackrock position peaked at $304K in Q3 2021.
  • 1,879 funds tracked by Wall St. Rank held Blackrock as of Q4 2021.

Based on Brendel Financial Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.