Doyle Wealth Management’s Blackrock BLK Stock Holding History

Doyle Wealth Management’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	-525	Closed	-$401K	–	212
2022 Q1	$401K	Sell	525 -80	-13%	-$62.5K	0.03%	169
2021 Q4	$554K	Buy	605 +1	+0.2%	+$913	0.04%	138
2021 Q3	$507K	Buy	604 +314	+108%	+$281K	0.04%	141
2021 Q2	$254K	Buy	290 +1	+0.3%	+$845	0.02%	195
2021 Q1	$218K	Sell	289 -6	-2%	-$4.35K	0.02%	202
2020 Q4	$213K	Buy	+295	New	+$196K	0.02%	200
2019 Q3	–	Sell	-328	Closed	-$154K	–	262
2019 Q2	$154K	Buy	+328	New	+$148K	0.02%	220
2019 Q1	–	Sell	-376	Closed	-$148K	–	251
2018 Q4	$148K	Buy	+376	New	+$154K	0.03%	205

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

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 International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Doyle Wealth Management's BLK Position: Q2 2022 in Review

Doyle Wealth Management sold out of Blackrock (BLK) in Q2 2022, closing a stake of 525 shares — an estimated $401K sold.

Doyle Wealth Management first reported a position in BLK in Q4 2018 and held it in 8 quarters. The position peaked at $554K in Q4 2021. 1,751 funds tracked by Wall St. Rank hold BLK as of Q2 2022.

Doyle Wealth Management reported no remaining Blackrock position as of Q2 2022 after selling out during the quarter.
Doyle Wealth Management sold 525 Blackrock shares in Q2 2022, an estimated $401K.
Doyle Wealth Management first reported a position in Blackrock in Q4 2018 and held it in 8 quarters.
Doyle Wealth Management's Blackrock position peaked at $554K in Q4 2021.
1,751 funds tracked by Wall St. Rank held Blackrock as of Q2 2022.

Based on Doyle Wealth Management's 13F filing for Q2 2022, filed 10 Aug 2022.