JWM
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Janiczek Wealth Management’s Blackrock BLK Stock Holding History

Janiczek 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
Q2 		$94.5K Sell
120
-9
-7% -$7.02K 0.02% 290
2024
Q1 		$108K Buy
129
+1
+0.8% +$803 0.02% 274
2023
Q4 		$104K Sell
128
-7
-5% -$4.89K 0.03% 256
2023
Q3 		$87.3K Buy
135
+9
+7% +$6.29K 0.02% 265
2023
Q2 		$87.1K Hold
126
– – 0.02% 238
2023
Q1 		$87.1K Hold
126
– – 0.02% 235
2022
Q4 		$95K Sell
126
-18
-13% -$12K 0.03% 230
2022
Q3 		$79K Buy
144
+15
+12% +$9.82K 0.03% 236
2022
Q2 		$86K Buy
129
+81
+169% +$52.7K 0.03% 221
2022
Q1 		$37K Sell
48
-21
-30% -$16.4K 0.01% 352
2021
Q4 		$63K Buy
69
+9
+15% +$8.21K 0.02% 269
2021
Q3 		$50K Buy
60
+11
+22% +$9.86K 0.02% 285
2021
Q2 		$43K Hold
49
– – 0.02% 278
2021
Q1 		$37K Sell
49
-6
-11% -$4.35K 0.01% 285
2020
Q4 		$40K Buy
55
+53
+2,650% +$35.1K 0.02% 236
2020
Q3 		$1K Sell
2
-4
-67% -$2.28K ﹤0.01% 548
2020
Q2 		$3K Buy
+6
New +$3.03K ﹤0.01% 230

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 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

Janiczek Wealth Management's BLK Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Blackrock (BLK) stake by 7% in Q2 2024, selling an estimated $7.02K and leaving 120 shares worth $94.5K. The position accounts for 0.02% of the portfolio, ranked #290.

Janiczek Wealth Management first reported a position in BLK in Q2 2020 and has held it in 17 quarters since. The position peaked at $108K in Q1 2024. 1,944 funds tracked by Wall St. Rank hold BLK as of Q2 2024.

  • Janiczek Wealth Management held 120 shares of Blackrock worth $94.5K as of Q2 2024.
  • Janiczek Wealth Management sold 9 Blackrock shares in Q2 2024, an estimated $7.02K.
  • Blackrock made up 0.02% of Janiczek Wealth Management's portfolio in Q2 2024, its #290 holding.
  • Janiczek Wealth Management first reported a position in Blackrock in Q2 2020 and has held it in 17 quarters since.
  • Janiczek Wealth Management's Blackrock position peaked at $108K in Q1 2024.
  • 1,944 funds tracked by Wall St. Rank held Blackrock as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.