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Heritage Wealth Management (Arizona)’s Blackrock BLK Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$115K Buy
162
+69
+74% +$46.1K 0.02% 395
2022
Q3 		$51K Hold
93
– – 0.02% 394
2022
Q2 		$56.6K Hold
93
– – 0.02% 397
2022
Q1 		$71K Buy
+93
New +$72.7K 0.02% 417
2021
Q3 		$80K Hold
95
– – 0.03% 379
2021
Q2 		$83K Hold
95
– – 0.03% 369
2021
Q1 		$72K Buy
+95
New +$68.9K 0.04% 304

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s BLK Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Blackrock (BLK) stake by 74% in Q4 2022, buying an estimated $46.1K and bringing the position to 162 shares worth $115K. The position accounts for 0.02% of the portfolio, ranked #395.

Heritage Wealth Management (Arizona) first reported a position in BLK in Q1 2021 and has held it in 7 quarters since. 1,824 funds tracked by Wall St. Rank hold BLK as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 162 shares of Blackrock worth $115K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 69 Blackrock shares in Q4 2022, an estimated $46.1K.
  • Blackrock made up 0.02% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #395 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Blackrock in Q1 2021 and has held it in 7 quarters since.
  • 1,824 funds tracked by Wall St. Rank held Blackrock as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.