Global Wealth Management Investment Advisory’s Blackrock BLK Stock Holding History

Global Wealth Management Investment Advisory’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
2022 Q3	–	Sell	-4	Closed	-$2K	–	178
2022 Q2	$2K	Buy	+4	New	+$2.6K	﹤0.01%	404
2021 Q1	–	Sell	-4	Closed	-$3K	–	462
2020 Q4	$3K	Buy	+4	New	+$2.65K	﹤0.01%	366
2019 Q4	–	Sell	-5	Closed	-$2K	–	613
2019 Q3	$2K	Hold	5	–	–	﹤0.01%	495
2019 Q2	$2K	Hold	5	–	–	﹤0.01%	542
2019 Q1	$2K	Hold	5	–	–	﹤0.01%	528
2018 Q4	$2K	Buy	+5	New	+$2.05K	﹤0.01%	567

Other funds holding BLK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Global Wealth Management Investment Advisory's BLK Position: Q3 2022 in Review

Global Wealth Management Investment Advisory sold out of Blackrock (BLK) in Q3 2022, closing a stake of 4 shares — an estimated $2K sold.

Global Wealth Management Investment Advisory first reported a position in BLK in Q4 2018 and held it in 6 quarters. The position peaked at $3K in Q4 2020. 1,717 funds tracked by Wall St. Rank hold BLK as of Q3 2022.

Global Wealth Management Investment Advisory reported no remaining Blackrock position as of Q3 2022 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 4 Blackrock shares in Q3 2022, an estimated $2K.
Global Wealth Management Investment Advisory first reported a position in Blackrock in Q4 2018 and held it in 6 quarters.
Global Wealth Management Investment Advisory's Blackrock position peaked at $3K in Q4 2020.
1,717 funds tracked by Wall St. Rank held Blackrock as of Q3 2022.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2022, filed 19 Oct 2022.