Laurel Wealth Advisors (California)’s Blackrock BLK Stock Holding History

Laurel Wealth Advisors (California)’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
2022 Q4	$506K	Sell	714 -21	-3%	-$14K	0.05%	352
2022 Q3	$404K	Buy	735 +42	+6%	+$27.5K	0.04%	392
2022 Q2	$422K	Buy	693 +86	+14%	+$56K	0.04%	400
2022 Q1	$464K	Buy	607 +19	+3%	+$14.8K	0.04%	435
2021 Q4	$539K	Buy	+588	New	+$537K	0.04%	428
2018 Q3	–	Sell	-608	Closed	-$303K	–	430
2018 Q2	$303K	Sell	608 -14	-2%	-$7.4K	0.08%	256
2018 Q1	$336K	Sell	622 -235	-27%	-$129K	0.1%	219
2017 Q4	$440K	Buy	+857	New	+$417K	0.13%	188
2017 Q2	–	Sell	-567	Closed	-$217K	–	318
2017 Q1	$217K	Buy	+567	New	+$217K	0.08%	241

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Laurel Wealth Advisors (California)'s BLK Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its Blackrock (BLK) stake by 2.9% in Q4 2022, selling an estimated $14K and leaving 714 shares worth $506K. The position accounts for 0.05% of the portfolio, ranked #352.

Laurel Wealth Advisors (California) first reported a position in BLK in Q1 2017 and has held it in 9 quarters since. The position peaked at $539K in Q4 2021. 1,824 funds tracked by Wall St. Rank hold BLK as of Q4 2022.

Laurel Wealth Advisors (California) held 714 shares of Blackrock worth $506K as of Q4 2022.
Laurel Wealth Advisors (California) sold 21 Blackrock shares in Q4 2022, an estimated $14K.
Blackrock made up 0.05% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #352 holding.
Laurel Wealth Advisors (California) first reported a position in Blackrock in Q1 2017 and has held it in 9 quarters since.
Laurel Wealth Advisors (California)'s Blackrock position peaked at $539K in Q4 2021.
1,824 funds tracked by Wall St. Rank held Blackrock as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.