Dynasty Wealth Management’s Blackrock BLK Stock Holding History

Dynasty 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
2018 Q4	–	Sell	-553	Closed	-$261K	–	16
2018 Q3	$261K	Buy	+553	New	+$269K	0.34%	88

Other funds holding BLK

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MFG

Mizuho Financial Group Chiyoda-Ku, Tokyo, Japan $1.21B AUM 23.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Dynasty Wealth Management's BLK Position: Q4 2018 in Review

Dynasty Wealth Management sold out of Blackrock (BLK) in Q4 2018, closing a stake of 553 shares — an estimated $261K sold.

Dynasty Wealth Management first reported a position in BLK in Q3 2018 and held it in 1 quarter. The position peaked at $261K in Q3 2018. 1,244 funds tracked by Wall St. Rank hold BLK as of Q4 2018.

Dynasty Wealth Management reported no remaining Blackrock position as of Q4 2018 after selling out during the quarter.
Dynasty Wealth Management sold 553 Blackrock shares in Q4 2018, an estimated $261K.
Dynasty Wealth Management first reported a position in Blackrock in Q3 2018 and held it in 1 quarter.
Dynasty Wealth Management's Blackrock position peaked at $261K in Q3 2018.
1,244 funds tracked by Wall St. Rank held Blackrock as of Q4 2018.

Based on Dynasty Wealth Management's 13F filing for Q4 2018, filed 12 Feb 2019.