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Insight Wealth Partners’s Blackrock BLK Stock Holding History

Insight Wealth Partners’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
Q2 		– Sell
-301
Closed -$230K – 62
2022
Q1 		$230K Sell
301
-109
-27% -$85.2K 0.13% 67
2021
Q4 		$375K Buy
+410
New +$374K 0.07% 59

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
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Insight Wealth Partners's BLK Position: Q2 2022 in Review

Insight Wealth Partners sold out of Blackrock (BLK) in Q2 2022, closing a stake of 301 shares — an estimated $230K sold.

Insight Wealth Partners first reported a position in BLK in Q4 2021 and held it in 2 quarters. The position peaked at $375K in Q4 2021. 1,750 funds tracked by Wall St. Rank hold BLK as of Q2 2022.

  • Insight Wealth Partners reported no remaining Blackrock position as of Q2 2022 after selling out during the quarter.
  • Insight Wealth Partners sold 301 Blackrock shares in Q2 2022, an estimated $230K.
  • Insight Wealth Partners first reported a position in Blackrock in Q4 2021 and held it in 2 quarters.
  • Insight Wealth Partners's Blackrock position peaked at $375K in Q4 2021.
  • 1,750 funds tracked by Wall St. Rank held Blackrock as of Q2 2022.

Based on Insight Wealth Partners's 13F filing for Q2 2022, filed 13 Jul 2022.