FWM
BLK icon

Filbrandt Wealth Management’s Blackrock BLK Stock Holding History

Filbrandt 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
2021
Q3 		$5K Buy
+6
New +$5.38K ﹤0.01% 143
2020
Q2 		– Sell
-2
Closed -$1K – 374
2020
Q1 		$1K Buy
+2
New +$985 ﹤0.01% 195

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

Filbrandt Wealth Management's BLK Position: Q3 2021 in Review

Filbrandt Wealth Management opened a new position in Blackrock (BLK) in Q3 2021: 6 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #143 among its holdings. This is a return to the name: Filbrandt Wealth Management previously reported a position in BLK as recently as Q1 2020.

Filbrandt Wealth Management first reported a position in BLK in Q1 2020 and has held it in 2 quarters since. 1,727 funds tracked by Wall St. Rank hold BLK as of Q3 2021.

  • Filbrandt Wealth Management held 6 shares of Blackrock worth $5K as of Q3 2021.
  • Blackrock was a new Filbrandt Wealth Management position in Q3 2021.
  • Blackrock made up ﹤0.01% of Filbrandt Wealth Management's portfolio in Q3 2021, its #143 holding.
  • Filbrandt Wealth Management first reported a position in Blackrock in Q1 2020 and has held it in 2 quarters since.
  • 1,727 funds tracked by Wall St. Rank held Blackrock as of Q3 2021.

Based on Filbrandt Wealth Management's 13F filing for Q3 2021, filed 6 Oct 2021.