Kings Point Capital Management’s Blackrock BLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
$276K Buy
361
+4
+1% +$3.13K 0.02% 176
2021
Q4
$327K Buy
357
+11
+3% +$10K 0.03% 181
2021
Q3
$290K Sell
346
-5
-1% -$4.48K 0.03% 176
2021
Q2
$307K Buy
351
+101
+40% +$85.3K 0.03% 169
2021
Q1
$188K Buy
250
+5
+2% +$3.63K 0.02% 209
2020
Q4
$177K Hold
245
0.02% 197
2020
Q3
$138K Hold
245
0.02% 203
2020
Q2
$133K Sell
245
-22
-8% -$11.1K 0.02% 190
2020
Q1
$117K Sell
267
-50
-16% -$24.6K 0.02% 196
2019
Q4
$159K Hold
317
0.02% 195
2019
Q3
$141K Hold
317
0.02% 190
2019
Q2
$149K Buy
317
+7
+2% +$3.17K 0.03% 162
2019
Q1
$132K Buy
310
+15
+5% +$6.29K 0.03% 156
2018
Q4
$116K Hold
295
0.03% 153
2018
Q3
$139K Hold
295
0.03% 164
2018
Q2
$147K Hold
295
0.03% 161
2018
Q1
$160K Hold
295
0.03% 153
2017
Q4
$152K Hold
295
0.03% 160
2017
Q3
$132K Hold
295
0.03% 160
2017
Q2
$125K Buy
295
+22
+8% +$8.78K 0.03% 163
2017
Q1
$105K Buy
273
+70
+34% +$26.8K 0.02% 170
2016
Q4
$77K Hold
203
0.02% 176
2016
Q3
$74K Sell
203
-45
-18% -$16.4K 0.02% 165
2016
Q2
$85K Hold
248
0.02% 162
2016
Q1
$84K Buy
248
+140
+130% +$44.4K 0.02% 156
2015
Q4
$37K Buy
+108
New +$36.7K 0.01% 235
2015
Q2
Sell
-72
Closed -$26K 361
2015
Q1
$26K Hold
72
0.01% 278
2014
Q4
$26K Hold
72
0.01% 261
2014
Q3
$24K Hold
72
0.01% 234
2014
Q2
$23K Buy
+72
New +$22.1K 0.01% 236

Other funds holding BLK

Kings Point Capital Management's BLK Position: Q1 2022 in Review

Kings Point Capital Management increased its Blackrock (BLK) stake by 1.1% in Q1 2022, buying an estimated $3.13K and bringing the position to 361 shares worth $276K. The position accounts for 0.02% of the portfolio, ranked #176.

Kings Point Capital Management first reported a position in BLK in Q2 2014 and has held it in 30 quarters since. The position peaked at $327K in Q4 2021. 1,803 funds tracked by Wall St. Rank hold BLK as of Q1 2022.

  • Kings Point Capital Management held 361 shares of Blackrock worth $276K as of Q1 2022.
  • Kings Point Capital Management bought 4 Blackrock shares in Q1 2022, an estimated $3.13K.
  • Blackrock made up 0.02% of Kings Point Capital Management's portfolio in Q1 2022, its #176 holding.
  • Kings Point Capital Management first reported a position in Blackrock in Q2 2014 and has held it in 30 quarters since.
  • Kings Point Capital Management's Blackrock position peaked at $327K in Q4 2021.
  • 1,803 funds tracked by Wall St. Rank held Blackrock as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.