Financial Gravity Asset Management’s Blackrock BLK Stock Holding History

Financial Gravity Asset 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
2024 Q2	–	Sell	-1	Closed	-$421	–	1459
2024 Q1	$421	Buy	+1	New	+$803	﹤0.01%	846
2023 Q4	–	Hold	0	–	–	–	903
2021 Q3	$839K	Hold	11	–	–	0.4%	45
2021 Q2	$875K	Buy	+11	New	+$9.29K	0.31%	67
2020 Q4	$5K	Buy	+8	New	+$5.3K	﹤0.01%	229
2019 Q4	$503K	Buy	33 +11	+50%	+$5.22K	0.35%	19
2019 Q3	$10K	Buy	22 +20	+1,000%	+$8.91K	0.01%	605
2019 Q2	$1K	Sell	2 -5	-71%	-$2.26K	﹤0.01%	1006
2019 Q1	$3K	Buy	+7	New	+$2.94K	﹤0.01%	814
2018 Q3	$2K	Sell	5 -35	-88%	-$17K	﹤0.01%	926
2018 Q2	$19K	Sell	40 -51	-56%	-$27K	0.02%	479
2018 Q1	$47K	Buy	+91	New	+$50K	0.05%	323

Other funds holding BLK

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Financial Gravity Asset Management's BLK Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Blackrock (BLK) in Q2 2024, closing a stake of 1 share — an estimated $421 sold.

Financial Gravity Asset Management first reported a position in BLK in Q1 2018 and held it in 11 quarters. The position peaked at $875K in Q2 2021. 1,948 funds tracked by Wall St. Rank hold BLK as of Q2 2024.

Financial Gravity Asset Management reported no remaining Blackrock position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 1 Blackrock share in Q2 2024, an estimated $421.
Financial Gravity Asset Management first reported a position in Blackrock in Q1 2018 and held it in 11 quarters.
Financial Gravity Asset Management's Blackrock position peaked at $875K in Q2 2021.
1,948 funds tracked by Wall St. Rank held Blackrock as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.