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Genesis Wealth Advisors’s Blackrock BLK Stock Holding History

Genesis 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
2015
Q2 		$41.5K Buy
120
+100
+500% +$36.5K 0.03% 195
2015
Q1 		$7.25K Hold
20
– – 0.01% 371
2014
Q4 		$7.52K Buy
+20
New +$6.83K 0.01% 398

Other funds holding BLK

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
MFG
Mizuho Financial Group Chiyoda-Ku, Tokyo, Japan $1.21B AUM 23.35% 1-Year Est. Return

Genesis Wealth Advisors's BLK Position: Q2 2015 in Review

Genesis Wealth Advisors increased its Blackrock (BLK) stake by 500% in Q2 2015, buying an estimated $36.5K and bringing the position to 120 shares worth $41.5K. The position accounts for 0.03% of the portfolio, ranked #195.

Genesis Wealth Advisors first reported a position in BLK in Q4 2014 and has held it in 3 quarters since. 860 funds tracked by Wall St. Rank hold BLK as of Q2 2015.

  • Genesis Wealth Advisors held 120 shares of Blackrock worth $41.5K as of Q2 2015.
  • Genesis Wealth Advisors bought 100 Blackrock shares in Q2 2015, an estimated $36.5K.
  • Blackrock made up 0.03% of Genesis Wealth Advisors's portfolio in Q2 2015, its #195 holding.
  • Genesis Wealth Advisors first reported a position in Blackrock in Q4 2014 and has held it in 3 quarters since.
  • 860 funds tracked by Wall St. Rank held Blackrock as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.