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Core Wealth Advisors (Florida)’s Blackrock BLK Stock Holding History

Core Wealth Advisors (Florida)’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
Q2 		– Sell
-4
Closed -$3.38K – 75
2024
Q1 		$3.38K Hold
4
– – ﹤0.01% 233
2023
Q4 		$3.27K Buy
+4
New +$2.79K ﹤0.01% 230
2023
Q2 		– Sell
-14
Closed -$9.37K – 242
2023
Q1 		$9.37K Hold
14
– – ﹤0.01% 160
2022
Q4 		$9.92K Buy
+14
New +$9.35K ﹤0.01% 160
2020
Q4 		– Sell
-1
Closed -$1K – 178
2020
Q3 		$1K Buy
+1
New +$571 ﹤0.01% 144

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
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Core Wealth Advisors (Florida)'s BLK Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of Blackrock (BLK) in Q2 2024, closing a stake of 4 shares — an estimated $3.38K sold.

Core Wealth Advisors (Florida) first reported a position in BLK in Q3 2020 and held it in 5 quarters. The position peaked at $9.92K in Q4 2022. 1,944 funds tracked by Wall St. Rank hold BLK as of Q2 2024.

  • Core Wealth Advisors (Florida) reported no remaining Blackrock position as of Q2 2024 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 4 Blackrock shares in Q2 2024, an estimated $3.38K.
  • Core Wealth Advisors (Florida) first reported a position in Blackrock in Q3 2020 and held it in 5 quarters.
  • Core Wealth Advisors (Florida)'s Blackrock position peaked at $9.92K in Q4 2022.
  • 1,944 funds tracked by Wall St. Rank held Blackrock as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.