Evolution Wealth Advisors’s Blackrock BLK Stock Holding History

Evolution 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
2021 Q4	–	Sell	-31	Closed	-$26K	–	215
2021 Q3	$26K	Hold	31	–	–	0.01%	285
2021 Q2	$27K	Hold	31	–	–	0.01%	266
2021 Q1	$23K	Hold	31	–	–	0.01%	272
2020 Q4	$22K	Hold	31	–	–	0.01%	250
2020 Q3	$17K	Hold	31	–	–	﹤0.01%	285
2020 Q2	$17K	Buy	+31	New	+$15.7K	0.01%	220
2020 Q1	–	Sell	-19	Closed	-$10K	–	352
2019 Q4	$10K	Buy	19 +1	+6%	+$474	﹤0.01%	297
2019 Q3	$8K	Hold	18	–	–	﹤0.01%	204
2019 Q2	$8K	Buy	+18	New	+$8.14K	﹤0.01%	195
2019 Q1	–	Sell	-83	Closed	-$33K	–	104
2018 Q4	$33K	Buy	+83	New	+$34K	0.02%	107

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Evolution Wealth Advisors's BLK Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Blackrock (BLK) in Q4 2021, closing a stake of 31 shares — an estimated $26K sold.

Evolution Wealth Advisors first reported a position in BLK in Q4 2018 and held it in 10 quarters. The position peaked at $33K in Q4 2018. 1,879 funds tracked by Wall St. Rank hold BLK as of Q4 2021.

Evolution Wealth Advisors reported no remaining Blackrock position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 31 Blackrock shares in Q4 2021, an estimated $26K.
Evolution Wealth Advisors first reported a position in Blackrock in Q4 2018 and held it in 10 quarters.
Evolution Wealth Advisors's Blackrock position peaked at $33K in Q4 2018.
1,879 funds tracked by Wall St. Rank held Blackrock as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.