Keudell/Morrison Wealth Management’s Blackrock BLK Stock Holding History

Keudell/Morrison 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
2021 Q3	–	Sell	-236	Closed	-$206K	–	182
2021 Q2	$206K	Buy	+236	New	+$199K	0.11%	161
2020 Q1	–	Sell	-455	Closed	-$229K	–	141
2019 Q4	$229K	Sell	455 -1	-0.2%	-$474	0.16%	134
2019 Q3	$203K	Sell	456 -121	-21%	-$53.9K	0.17%	142
2019 Q2	$248K	Sell	577 -42	-7%	-$19K	0.22%	120
2019 Q1	$265K	Buy	+619	New	+$260K	0.23%	111

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

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

Temasek Holdings Singapore $30.5B AUM 13.98% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Keudell/Morrison Wealth Management's BLK Position: Q3 2021 in Review

Keudell/Morrison Wealth Management sold out of Blackrock (BLK) in Q3 2021, closing a stake of 236 shares — an estimated $206K sold.

Keudell/Morrison Wealth Management first reported a position in BLK in Q1 2019 and held it in 5 quarters. The position peaked at $265K in Q1 2019. 1,727 funds tracked by Wall St. Rank hold BLK as of Q3 2021.

Keudell/Morrison Wealth Management reported no remaining Blackrock position as of Q3 2021 after selling out during the quarter.
Keudell/Morrison Wealth Management sold 236 Blackrock shares in Q3 2021, an estimated $206K.
Keudell/Morrison Wealth Management first reported a position in Blackrock in Q1 2019 and held it in 5 quarters.
Keudell/Morrison Wealth Management's Blackrock position peaked at $265K in Q1 2019.
1,727 funds tracked by Wall St. Rank held Blackrock as of Q3 2021.

Based on Keudell/Morrison Wealth Management's 13F filing for Q3 2021, filed 20 Oct 2021.