Cassady Schiller Wealth Management’s Blackrock BLK Stock Holding History

Cassady Schiller 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
2024 Q4	$20.5K	Buy	20 +8	+67%	+$8.12K	0.01%	277
2024 Q3	$11.4K	Hold	12	–	–	﹤0.01%	312
2024 Q2	$9.45K	Hold	12	–	–	﹤0.01%	319
2024 Q1	$10K	Hold	12	–	–	﹤0.01%	334
2023 Q4	$9.74K	Hold	12	–	–	﹤0.01%	324
2023 Q3	$7.76K	Hold	12	–	–	﹤0.01%	344
2023 Q2	$8.29K	Hold	12	–	–	﹤0.01%	352
2023 Q1	$8.03K	Sell	12 -5	-29%	-$3.52K	﹤0.01%	335
2022 Q4	$12K	Buy	+17	New	+$11.4K	0.01%	303
2022 Q1	–	Sell	-12	Closed	-$11K	–	167
2021 Q4	$11K	Buy	+12	New	+$11K	0.01%	308

Other funds holding BLK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cassady Schiller Wealth Management's BLK Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Blackrock (BLK) stake by 67% in Q4 2024, buying an estimated $8.12K and bringing the position to 20 shares worth $20.5K. The position accounts for 0.01% of the portfolio, ranked #277.

Cassady Schiller Wealth Management first reported a position in BLK in Q4 2021 and has held it in 10 quarters since. 2,069 funds tracked by Wall St. Rank hold BLK as of Q4 2024.

Cassady Schiller Wealth Management held 20 shares of Blackrock worth $20.5K as of Q4 2024.
Cassady Schiller Wealth Management bought 8 Blackrock shares in Q4 2024, an estimated $8.12K.
Blackrock made up 0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #277 holding.
Cassady Schiller Wealth Management first reported a position in Blackrock in Q4 2021 and has held it in 10 quarters since.
2,069 funds tracked by Wall St. Rank held Blackrock as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.