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Focused Wealth Management’s Blackrock BLK Stock Holding History

Focused 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
Q1 		– Sell
-1,200
Closed -$24K – 910
2020
Q4 		$24K Buy
+1,200
New +$796K ﹤0.01% 438
2018
Q3 		– Sell
-2,200
Closed -$3K – 656
2018
Q2 		$3K Buy
+2,200
New +$1.16M ﹤0.01% 549

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Focused Wealth Management's BLK Position: Q1 2023 in Review

Focused Wealth Management sold out of Blackrock (BLK) in Q1 2023, closing a stake of 1 share — an estimated $725 sold.

Focused Wealth Management first reported a position in BLK in Q1 2016 and held it in 7 quarters. The position peaked at $104K in Q4 2018. 1,832 funds tracked by Wall St. Rank hold BLK as of Q1 2023.

  • Focused Wealth Management reported no remaining Blackrock position as of Q1 2023 after selling out during the quarter.
  • Focused Wealth Management sold 1 Blackrock share in Q1 2023, an estimated $725.
  • Focused Wealth Management first reported a position in Blackrock in Q1 2016 and held it in 7 quarters.
  • Focused Wealth Management's Blackrock position peaked at $104K in Q4 2018.
  • 1,832 funds tracked by Wall St. Rank held Blackrock as of Q1 2023.

Based on Focused Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.