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Johanson Financial Advisors’s Blackrock BLK Stock Holding History

Johanson Financial Advisors’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
Q1 		– Sell
-38,346
Closed -$76K – 112
2019
Q4 		$76K Buy
+38,346
New +$18.2M ﹤0.01% 264

Other funds holding BLK

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Johanson Financial Advisors's BLK Position: Q1 2020 in Review

Johanson Financial Advisors sold out of Blackrock (BLK) in Q1 2020, closing a stake of 38,346 shares — an estimated $76K sold.

Johanson Financial Advisors first reported a position in BLK in Q4 2019 and held it in 1 quarter. The position peaked at $76K in Q4 2019. 1,334 funds tracked by Wall St. Rank hold BLK as of Q1 2020.

  • Johanson Financial Advisors reported no remaining Blackrock position as of Q1 2020 after selling out during the quarter.
  • Johanson Financial Advisors sold 38,346 Blackrock shares in Q1 2020, an estimated $76K.
  • Johanson Financial Advisors first reported a position in Blackrock in Q4 2019 and held it in 1 quarter.
  • Johanson Financial Advisors's Blackrock position peaked at $76K in Q4 2019.
  • 1,334 funds tracked by Wall St. Rank held Blackrock as of Q1 2020.

Based on Johanson Financial Advisors's 13F filing for Q1 2020, filed 10 Apr 2020.