Jeppson Wealth Management’s Blackrock BLK Stock Holding History

Jeppson 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
2020 Q4	–	Sell	-95	Closed	-$54K	–	168
2020 Q3	$54K	Buy	+95	New	+$54.2K	0.04%	214

Other funds holding BLK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jeppson Wealth Management's BLK Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Blackrock (BLK) in Q4 2020, closing a stake of 95 shares — an estimated $54K sold.

Jeppson Wealth Management first reported a position in BLK in Q3 2020 and held it in 1 quarter. The position peaked at $54K in Q3 2020. 1,642 funds tracked by Wall St. Rank hold BLK as of Q4 2020.

Jeppson Wealth Management reported no remaining Blackrock position as of Q4 2020 after selling out during the quarter.
Jeppson Wealth Management sold 95 Blackrock shares in Q4 2020, an estimated $54K.
Jeppson Wealth Management first reported a position in Blackrock in Q3 2020 and held it in 1 quarter.
Jeppson Wealth Management's Blackrock position peaked at $54K in Q3 2020.
1,642 funds tracked by Wall St. Rank held Blackrock as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.