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Halpern Financial’s Blackrock BLK Stock Holding History

Halpern Financial’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
Q3 		$1.92K Buy
+2
New +$1.73K ﹤0.01% 203
2023
Q3 		– Sell
-6
Closed -$4.15K – 218
2023
Q2 		$4.15K Buy
+6
New +$4.02K ﹤0.01% 227
2022
Q3 		– Sell
-15
Closed -$9.14K – 230
2022
Q2 		$9.14K Buy
+15
New +$9.77K ﹤0.01% 170

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Halpern Financial's BLK Position: Q3 2024 in Review

Halpern Financial opened a new position in Blackrock (BLK) in Q3 2024: 2 shares worth $1.92K. The stake represents ﹤0.01% of the portfolio and ranks #203 among its holdings. This is a return to the name: Halpern Financial previously reported a position in BLK as recently as Q2 2023.

Halpern Financial first reported a position in BLK in Q2 2022 and has held it in 3 quarters since. The position peaked at $9.14K in Q2 2022. 1,805 funds tracked by Wall St. Rank hold BLK as of Q3 2024.

  • Halpern Financial held 2 shares of Blackrock worth $1.92K as of Q3 2024.
  • Blackrock was a new Halpern Financial position in Q3 2024.
  • Blackrock made up ﹤0.01% of Halpern Financial's portfolio in Q3 2024, its #203 holding.
  • Halpern Financial first reported a position in Blackrock in Q2 2022 and has held it in 3 quarters since.
  • Halpern Financial's Blackrock position peaked at $9.14K in Q2 2022.
  • 1,805 funds tracked by Wall St. Rank held Blackrock as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.