LWM
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Laidlaw Wealth Management’s Blackrock BLK Stock Holding History

Laidlaw 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
Q1 		– Sell
-542
Closed -$440K – 183
2023
Q4 		$440K Sell
542
-51
-9% -$35.6K 0.16% 143
2023
Q3 		$384K Sell
593
-226
-28% -$158K 0.13% 176
2023
Q2 		$566K Sell
819
-70
-8% -$46.9K 0.11% 188
2023
Q1 		$595K Sell
889
-4
-0.4% -$2.82K 0.12% 186
2022
Q4 		$633K Buy
893
+41
+5% +$27.4K 0.14% 167
2022
Q3 		$469K Buy
852
+63
+8% +$41.2K 0.11% 181
2022
Q2 		$480K Buy
789
+53
+7% +$34.5K 0.1% 203
2022
Q1 		$563K Buy
736
+17
+2% +$13.3K 0.09% 203
2021
Q4 		$659K Buy
719
+56
+8% +$51.1K 0.11% 192
2021
Q3 		$556K Buy
663
+7
+1% +$6.27K 0.14% 144
2021
Q2 		$574K Buy
656
+5
+0.8% +$4.22K 0.15% 135
2021
Q1 		$491K Buy
651
+100
+18% +$72.5K 0.17% 125
2020
Q4 		$398K Buy
551
+33
+6% +$21.9K 0.08% 223
2020
Q3 		$292K Buy
518
+18
+4% +$10.3K 0.13% 157
2020
Q2 		$272K Sell
500
-1
-0.2% -$505 0.14% 139
2020
Q1 		$220K Hold
501
– – 0.14% 136
2019
Q4 		$252K Buy
+501
New +$238K 0.16% 140

Other funds holding BLK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Laidlaw Wealth Management's BLK Position: Q1 2024 in Review

Laidlaw Wealth Management sold out of Blackrock (BLK) in Q1 2024, closing a stake of 542 shares — an estimated $440K sold.

Laidlaw Wealth Management first reported a position in BLK in Q4 2019 and held it in 17 quarters. The position peaked at $659K in Q4 2021. 1,951 funds tracked by Wall St. Rank hold BLK as of Q1 2024.

  • Laidlaw Wealth Management reported no remaining Blackrock position as of Q1 2024 after selling out during the quarter.
  • Laidlaw Wealth Management sold 542 Blackrock shares in Q1 2024, an estimated $440K.
  • Laidlaw Wealth Management first reported a position in Blackrock in Q4 2019 and held it in 17 quarters.
  • Laidlaw Wealth Management's Blackrock position peaked at $659K in Q4 2021.
  • 1,951 funds tracked by Wall St. Rank held Blackrock as of Q1 2024.

Based on Laidlaw Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.