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KWM
Kolinsky Wealth Management’s
Blackrock
BLK
Stock Holding History
Kolinsky 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
2024
Q4
$797K
Buy
777
+37
+5%
+$37.6K
0.49%
34
2024
Q3
$703K
Buy
740
+9
+1%
+$7.79K
0.46%
41
2024
Q2
$576K
Buy
731
+25
+4%
+$19.5K
0.41%
52
2024
Q1
$589K
Buy
706
+40
+6%
+$32.1K
0.45%
50
2023
Q4
$541K
Sell
666
-7
-1%
-$4.89K
0.48%
45
2023
Q3
$435K
Sell
673
-11
-2%
-$7.68K
0.43%
54
2023
Q2
$471K
Buy
684
+30
+5%
+$20.1K
0.45%
53
2023
Q1
$438K
Sell
654
-16
-2%
-$11.3K
0.46%
47
2022
Q4
$475K
Buy
670
+13
+2%
+$8.68K
0.54%
37
2022
Q3
$362K
Buy
657
+9
+1%
+$5.89K
0.45%
45
2022
Q2
$395K
Buy
648
+1
+0.2%
+$651
0.47%
46
2022
Q1
$494K
Buy
647
+51
+9%
+$39.8K
0.48%
38
2021
Q4
$546K
Buy
+596
New
+$544K
0.51%
34
Other funds holding BLK
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Temasek Holdings
Singapore
$29.7B AUM
13.98%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
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
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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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