Legacy Financial Group (Iowa)
BLK icon

Legacy Financial Group (Iowa)’s Blackrock BLK Stock Holding History

Legacy Financial Group (Iowa)’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
2023
Q4 		– Sell
-100
Closed -$64.6K – 80
2023
Q3 		$64.6K Buy
+100
New +$69.9K 0.02% 163

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Temasek Holdings
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legacy Financial Group (Iowa)'s BLK Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Blackrock (BLK) in Q4 2023, closing a stake of 100 shares — an estimated $64.6K sold.

Legacy Financial Group (Iowa) first reported a position in BLK in Q3 2023 and held it in 1 quarter. The position peaked at $64.6K in Q3 2023. 1,931 funds tracked by Wall St. Rank hold BLK as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Blackrock position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 100 Blackrock shares in Q4 2023, an estimated $64.6K.
  • Legacy Financial Group (Iowa) first reported a position in Blackrock in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Blackrock position peaked at $64.6K in Q3 2023.
  • 1,931 funds tracked by Wall St. Rank held Blackrock as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.