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Engrave Wealth Partners’s Blackrock BLK Stock Holding History

Engrave Wealth Partners’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
2020
Q3 		– Sell
-39
Closed -$21K – 95
2020
Q2 		$21K Hold
39
– – 0.02% 174
2020
Q1 		$17K Sell
39
-21
-35% -$10.3K 0.02% 163
2019
Q4 		$30K Buy
+60
New +$28.5K 0.03% 177

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Engrave Wealth Partners's BLK Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Blackrock (BLK) in Q3 2020, closing a stake of 39 shares — an estimated $21K sold.

Engrave Wealth Partners first reported a position in BLK in Q4 2019 and held it in 3 quarters. The position peaked at $30K in Q4 2019. 1,438 funds tracked by Wall St. Rank hold BLK as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Blackrock position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 39 Blackrock shares in Q3 2020, an estimated $21K.
  • Engrave Wealth Partners first reported a position in Blackrock in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Blackrock position peaked at $30K in Q4 2019.
  • 1,438 funds tracked by Wall St. Rank held Blackrock as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.