HWM
BLK icon

HighMark Wealth Management’s Blackrock BLK Stock Holding History

HighMark Wealth Management’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
Q1 		– Hold
0
– – – 412
2021
Q3 		– Sell
-2
Closed -$2K – 501
2021
Q2 		$2K Hold
2
– – ﹤0.01% 448
2021
Q1 		$2K Buy
+2
New +$1.45K ﹤0.01% 415

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HighMark Wealth Management's BLK Position: Q1 2024 in Review

HighMark Wealth Management held its Blackrock (BLK) position steady in Q1 2024 at 0 shares worth $3.33K. The position accounts for ﹤0.01% of the portfolio, ranked #412.

HighMark Wealth Management first reported a position in BLK in Q1 2021 and has held it in 2 quarters since. The position peaked at $2K in Q2 2021. 1,951 funds tracked by Wall St. Rank hold BLK as of Q1 2024.

  • HighMark Wealth Management held 0 shares of Blackrock worth $3.33K as of Q1 2024.
  • HighMark Wealth Management left its Blackrock share count unchanged in Q1 2024.
  • Blackrock made up ﹤0.01% of HighMark Wealth Management's portfolio in Q1 2024, its #412 holding.
  • HighMark Wealth Management first reported a position in Blackrock in Q1 2021 and has held it in 2 quarters since.
  • HighMark Wealth Management's Blackrock position peaked at $2K in Q2 2021.
  • 1,951 funds tracked by Wall St. Rank held Blackrock as of Q1 2024.

Based on HighMark Wealth Management's 13F filing for Q1 2024, filed 29 Apr 2024.