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JAG
Journey Advisory Group’s
Blackrock
BLK
Stock Holding History
Journey Advisory Group’s Portfolio
BLK Stock Details
BLK Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q2
–
Sell
-380
Closed
-$254K
–
228
2023
Q1
$254K
Sell
380
-3,874
-91%
-$2.73M
0.04%
206
2022
Q4
$3.01M
Sell
4,254
-163
-4%
-$109K
0.75%
33
2022
Q3
$2.43M
Buy
4,417
+92
+2%
+$60.2K
0.62%
44
2022
Q2
$2.9M
Buy
4,325
+210
+5%
+$137K
0.67%
37
2022
Q1
$3.15M
Buy
4,115
+300
+8%
+$234K
0.8%
31
2021
Q4
$3.49M
Buy
3,815
+34
+0.9%
+$31K
0.96%
27
2021
Q3
$3.17M
Buy
3,781
+92
+2%
+$82.4K
1.03%
24
2021
Q2
$3.23M
Buy
3,689
+160
+5%
+$135K
1.03%
24
2021
Q1
$2.66M
Buy
3,529
+2,013
+133%
+$1.46M
0.93%
28
2020
Q4
$1.09M
Buy
+1,516
New
+$1.01M
0.41%
62
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
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
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Capital Research Global Investors
Los Angeles, California
$645B AUM
30.41%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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