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Leo Brokerage’s Blackrock BLK Stock Holding History

Leo Brokerage’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
Q2 		$218K Sell
315
-49
-13% -$32.8K 0.02% 281
2023
Q1 		$243K Buy
+364
New +$256K 0.04% 259

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
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Leo Brokerage's BLK Position: Q2 2023 in Review

Leo Brokerage reduced its Blackrock (BLK) stake by 13% in Q2 2023, selling an estimated $32.8K and leaving 315 shares worth $218K. The position accounts for 0.02% of the portfolio, ranked #281.

Leo Brokerage first reported a position in BLK in Q1 2023 and has held it in 2 quarters since. The position peaked at $243K in Q1 2023. 1,854 funds tracked by Wall St. Rank hold BLK as of Q2 2023.

  • Leo Brokerage held 315 shares of Blackrock worth $218K as of Q2 2023.
  • Leo Brokerage sold 49 Blackrock shares in Q2 2023, an estimated $32.8K.
  • Blackrock made up 0.02% of Leo Brokerage's portfolio in Q2 2023, its #281 holding.
  • Leo Brokerage first reported a position in Blackrock in Q1 2023 and has held it in 2 quarters since.
  • Leo Brokerage's Blackrock position peaked at $243K in Q1 2023.
  • 1,854 funds tracked by Wall St. Rank held Blackrock as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.