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Cooper/Haims Advisors’s Blackrock BLK Stock Holding History

Cooper/Haims 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
2022
Q1 		– Sell
-235
Closed -$215K – 81
2021
Q4 		$215K Hold
235
– – 0.13% 70
2021
Q3 		$206K Hold
235
– – 0.12% 73
2021
Q2 		$206K Buy
+235
New +$198K 0.14% 78

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cooper/Haims Advisors's BLK Position: Q1 2022 in Review

Cooper/Haims Advisors sold out of Blackrock (BLK) in Q1 2022, closing a stake of 235 shares — an estimated $215K sold.

Cooper/Haims Advisors first reported a position in BLK in Q2 2021 and held it in 3 quarters. The position peaked at $215K in Q4 2021. 1,803 funds tracked by Wall St. Rank hold BLK as of Q1 2022.

  • Cooper/Haims Advisors reported no remaining Blackrock position as of Q1 2022 after selling out during the quarter.
  • Cooper/Haims Advisors sold 235 Blackrock shares in Q1 2022, an estimated $215K.
  • Cooper/Haims Advisors first reported a position in Blackrock in Q2 2021 and held it in 3 quarters.
  • Cooper/Haims Advisors's Blackrock position peaked at $215K in Q4 2021.
  • 1,803 funds tracked by Wall St. Rank held Blackrock as of Q1 2022.

Based on Cooper/Haims Advisors's 13F filing for Q1 2022, filed 9 May 2022.