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Clear Perspectives Financial Planning’s Blackrock BLK Stock Holding History

Clear Perspectives Financial Planning’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
Q4 		– Sell
-2
Closed -$1K – 237
2022
Q3 		$1K Buy
+2
New +$1.31K ﹤0.01% 191

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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Clear Perspectives Financial Planning's BLK Position: Q4 2022 in Review

Clear Perspectives Financial Planning sold out of Blackrock (BLK) in Q4 2022, closing a stake of 2 shares — an estimated $1K sold.

Clear Perspectives Financial Planning first reported a position in BLK in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 1,825 funds tracked by Wall St. Rank hold BLK as of Q4 2022.

  • Clear Perspectives Financial Planning reported no remaining Blackrock position as of Q4 2022 after selling out during the quarter.
  • Clear Perspectives Financial Planning sold 2 Blackrock shares in Q4 2022, an estimated $1K.
  • Clear Perspectives Financial Planning first reported a position in Blackrock in Q3 2022 and held it in 1 quarter.
  • Clear Perspectives Financial Planning's Blackrock position peaked at $1K in Q3 2022.
  • 1,825 funds tracked by Wall St. Rank held Blackrock as of Q4 2022.

Based on Clear Perspectives Financial Planning's 13F filing for Q4 2022, filed 13 Feb 2023.