Goodwin Investment Advisory’s Blackrock BLK Stock Holding History

Goodwin 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
2023 Q1	–	Sell	-64	Closed	-$45.4K	–	99
2022 Q4	$45.4K	Hold	64	–	–	0.03%	94
2022 Q3	$35K	Hold	64	–	–	0.03%	103
2022 Q2	$39K	Hold	64	–	–	0.03%	80
2022 Q1	$49K	Hold	64	–	–	0.03%	84
2021 Q4	$59K	Hold	64	–	–	0.04%	71
2021 Q3	$54K	Hold	64	–	–	0.05%	64
2021 Q2	$56K	Hold	64	–	–	0.06%	63
2021 Q1	$48K	Buy	+64	New	+$46.4K	0.06%	72

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goodwin Investment Advisory's BLK Position: Q1 2023 in Review

Goodwin Investment Advisory sold out of Blackrock (BLK) in Q1 2023, closing a stake of 64 shares — an estimated $45.4K sold.

Goodwin Investment Advisory first reported a position in BLK in Q1 2021 and held it in 8 quarters. The position peaked at $59K in Q4 2021. 1,832 funds tracked by Wall St. Rank hold BLK as of Q1 2023.

Goodwin Investment Advisory reported no remaining Blackrock position as of Q1 2023 after selling out during the quarter.
Goodwin Investment Advisory sold 64 Blackrock shares in Q1 2023, an estimated $45.4K.
Goodwin Investment Advisory first reported a position in Blackrock in Q1 2021 and held it in 8 quarters.
Goodwin Investment Advisory's Blackrock position peaked at $59K in Q4 2021.
1,832 funds tracked by Wall St. Rank held Blackrock as of Q1 2023.

Based on Goodwin Investment Advisory's 13F filing for Q1 2023, filed 15 May 2023.