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DCM Advisors’s Blackrock BLK Stock Holding History

DCM 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
2024
Q1 		– Sell
-684
Closed -$555K – 82
2023
Q4 		$555K Sell
684
-21
-3% -$14.7K 0.2% 66
2023
Q3 		$456K Sell
705
-248
-26% -$173K 0.21% 59
2023
Q2 		$659K Hold
953
– – 0.28% 50
2023
Q1 		$638K Sell
953
-6
-0.6% -$4.23K 0.3% 50
2022
Q4 		$680K Hold
959
– – 0.33% 49
2022
Q3 		$528K Sell
959
-84
-8% -$55K 0.27% 87
2022
Q2 		$636K Buy
1,043
+232
+29% +$151K 0.27% 91
2022
Q1 		$620K Sell
811
-1,477
-65% -$1.15M 0.22% 110
2021
Q4 		$2.1M Buy
2,288
+841
+58% +$767K 0.62% 42
2021
Q3 		$1.21M Sell
1,447
-286
-17% -$256K 0.47% 57
2021
Q2 		$1.52M Sell
1,733
-799
-32% -$675K 0.86% 22
2021
Q1 		$1.91M Buy
2,532
+1
+0% +$725 1.11% 8
2020
Q4 		$1.83M Buy
+2,531
New +$1.68M 1.06% 18

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 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

DCM Advisors's BLK Position: Q1 2024 in Review

DCM Advisors sold out of Blackrock (BLK) in Q1 2024, closing a stake of 684 shares — an estimated $555K sold.

DCM Advisors first reported a position in BLK in Q4 2020 and held it in 13 quarters. The position peaked at $2.1M in Q4 2021. 1,951 funds tracked by Wall St. Rank hold BLK as of Q1 2024.

  • DCM Advisors reported no remaining Blackrock position as of Q1 2024 after selling out during the quarter.
  • DCM Advisors sold 684 Blackrock shares in Q1 2024, an estimated $555K.
  • DCM Advisors first reported a position in Blackrock in Q4 2020 and held it in 13 quarters.
  • DCM Advisors's Blackrock position peaked at $2.1M in Q4 2021.
  • 1,951 funds tracked by Wall St. Rank held Blackrock as of Q1 2024.

Based on DCM Advisors's 13F filing for Q1 2024, filed 16 May 2024.