JOYN Advisors’s Blackrock BLK Stock Holding History

JOYN 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
2019 Q1	–	Sell	-367	Closed	-$144K	–	274
2018 Q4	$144K	Buy	367 +273	+290%	+$112K	0.03%	149
2018 Q3	$44K	Sell	94 -48	-34%	-$23.3K	0.01%	430
2018 Q2	$71K	Buy	142 +134	+1,675%	+$70.8K	0.02%	306
2018 Q1	$4K	Buy	+8	New	+$4.39K	﹤0.01%	894

Other funds holding BLK

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

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

Norges Bank Oslo, Norway $935B AUM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JOYN Advisors's BLK Position: Q1 2019 in Review

JOYN Advisors sold out of Blackrock (BLK) in Q1 2019, closing a stake of 367 shares — an estimated $144K sold.

JOYN Advisors first reported a position in BLK in Q1 2018 and held it in 4 quarters. The position peaked at $144K in Q4 2018. 1,267 funds tracked by Wall St. Rank hold BLK as of Q1 2019.

JOYN Advisors reported no remaining Blackrock position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 367 Blackrock shares in Q1 2019, an estimated $144K.
JOYN Advisors first reported a position in Blackrock in Q1 2018 and held it in 4 quarters.
JOYN Advisors's Blackrock position peaked at $144K in Q4 2018.
1,267 funds tracked by Wall St. Rank held Blackrock as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.