DB Wealth Management Group’s Blackrock BLK Stock Holding History

DB Wealth Management Group’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	$60.9K	Hold	75	–	–	0.03%	148
2023 Q3	$48.5K	Hold	75	–	–	0.03%	163
2023 Q2	$51.8K	Hold	75	–	–	0.03%	153
2023 Q1	$50.2K	Hold	75	–	–	0.03%	152
2022 Q4	$53.1K	Hold	75	–	–	0.03%	144
2022 Q3	$41K	Hold	75	–	–	0.03%	162
2022 Q2	$46K	Hold	75	–	–	0.03%	157
2022 Q1	$57K	Hold	75	–	–	0.03%	160
2021 Q4	$69K	Hold	75	–	–	0.04%	140
2021 Q3	$63K	Hold	75	–	–	0.04%	141
2021 Q2	$66K	Hold	75	–	–	0.04%	138
2021 Q1	$57K	Hold	75	–	–	0.04%	152
2020 Q4	$54K	Buy	+75	New	+$49.7K	0.04%	147

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

DB Wealth Management Group's BLK Position: Q4 2023 in Review

DB Wealth Management Group held its Blackrock (BLK) position steady in Q4 2023 at 75 shares worth $60.9K. The position accounts for 0.03% of the portfolio, ranked #148.

DB Wealth Management Group first reported a position in BLK in Q4 2020 and has held it in 13 quarters since. The position peaked at $69K in Q4 2021. 1,930 funds tracked by Wall St. Rank hold BLK as of Q4 2023.

DB Wealth Management Group held 75 shares of Blackrock worth $60.9K as of Q4 2023.
DB Wealth Management Group left its Blackrock share count unchanged in Q4 2023.
Blackrock made up 0.03% of DB Wealth Management Group's portfolio in Q4 2023, its #148 holding.
DB Wealth Management Group first reported a position in Blackrock in Q4 2020 and has held it in 13 quarters since.
DB Wealth Management Group's Blackrock position peaked at $69K in Q4 2021.
1,930 funds tracked by Wall St. Rank held Blackrock as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.