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Delos Wealth Advisors’s Blackrock BLK Stock Holding History

Delos Wealth 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
Q2 		– Sell
-39
Closed -$30K – 232
2022
Q1 		$30K Sell
39
-38
-49% -$29.7K 0.03% 90
2021
Q4 		$70K Buy
77
+38
+97% +$34.7K 0.07% 62
2021
Q3 		$33K Buy
+39
New +$34.9K 0.04% 61

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Delos Wealth Advisors's BLK Position: Q2 2022 in Review

Delos Wealth Advisors sold out of Blackrock (BLK) in Q2 2022, closing a stake of 39 shares — an estimated $30K sold.

Delos Wealth Advisors first reported a position in BLK in Q3 2021 and held it in 3 quarters. The position peaked at $70K in Q4 2021. 1,750 funds tracked by Wall St. Rank hold BLK as of Q2 2022.

  • Delos Wealth Advisors reported no remaining Blackrock position as of Q2 2022 after selling out during the quarter.
  • Delos Wealth Advisors sold 39 Blackrock shares in Q2 2022, an estimated $30K.
  • Delos Wealth Advisors first reported a position in Blackrock in Q3 2021 and held it in 3 quarters.
  • Delos Wealth Advisors's Blackrock position peaked at $70K in Q4 2021.
  • 1,750 funds tracked by Wall St. Rank held Blackrock as of Q2 2022.

Based on Delos Wealth Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.