Channel Wealth’s Blackrock BLK Stock Holding History

Channel 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
2023 Q4	–	Sell	-1,466	Closed	-$948K	–	179
2023 Q3	$948K	Buy	1,466 +336	+30%	+$235K	0.53%	62
2023 Q2	$781K	Buy	1,130 +265	+31%	+$177K	0.45%	78
2023 Q1	$579K	Buy	+865	New	+$609K	0.37%	85

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

Channel Wealth's BLK Position: Q4 2023 in Review

Channel Wealth sold out of Blackrock (BLK) in Q4 2023, closing a stake of 1,466 shares — an estimated $948K sold.

Channel Wealth first reported a position in BLK in Q1 2023 and held it in 3 quarters. The position peaked at $948K in Q3 2023. 1,931 funds tracked by Wall St. Rank hold BLK as of Q4 2023.

Channel Wealth reported no remaining Blackrock position as of Q4 2023 after selling out during the quarter.
Channel Wealth sold 1,466 Blackrock shares in Q4 2023, an estimated $948K.
Channel Wealth first reported a position in Blackrock in Q1 2023 and held it in 3 quarters.
Channel Wealth's Blackrock position peaked at $948K in Q3 2023.
1,931 funds tracked by Wall St. Rank held Blackrock as of Q4 2023.

Based on Channel Wealth's 13F filing for Q4 2023, filed 8 Jan 2024.