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Fiduciary Planning’s Blackrock BLK Stock Holding History

Fiduciary Planning’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
Q2 		– Sell
-2
Closed -$1K – 84
2021
Q1 		$1K Sell
2
-2,111
-100% -$1.53M ﹤0.01% 241
2020
Q4 		$1.52M Buy
2,113
+86
+4% +$57K 2.15% 22
2020
Q3 		$1.14M Buy
2,027
+154
+8% +$87.9K 1.88% 24
2020
Q2 		$1.08M Sell
1,873
-534
-22% -$270K 2.37% 17
2020
Q1 		$1.06M Buy
+2,407
New +$1.19M 1.99% 16

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

Fiduciary Planning's BLK Position: Q2 2021 in Review

Fiduciary Planning sold out of Blackrock (BLK) in Q2 2021, closing a stake of 2 shares — an estimated $1K sold.

Fiduciary Planning first reported a position in BLK in Q1 2020 and held it in 5 quarters. The position peaked at $1.52M in Q4 2020. 1,735 funds tracked by Wall St. Rank hold BLK as of Q2 2021.

  • Fiduciary Planning reported no remaining Blackrock position as of Q2 2021 after selling out during the quarter.
  • Fiduciary Planning sold 2 Blackrock shares in Q2 2021, an estimated $1K.
  • Fiduciary Planning first reported a position in Blackrock in Q1 2020 and held it in 5 quarters.
  • Fiduciary Planning's Blackrock position peaked at $1.52M in Q4 2020.
  • 1,735 funds tracked by Wall St. Rank held Blackrock as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.