LJI Wealth Management’s Blackrock BLK Stock Holding History

LJI 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
2023 Q3	–	Sell	-14,607	Closed	-$78.8K	–	165
2023 Q2	$78.8K	Buy	+14,607	New	+$9.78M	0.02%	167

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

Temasek Holdings Singapore $30.5B 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

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

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

LJI Wealth Management's BLK Position: Q3 2023 in Review

LJI Wealth Management sold out of Blackrock (BLK) in Q3 2023, closing a stake of 14,607 shares — an estimated $78.8K sold.

LJI Wealth Management first reported a position in BLK in Q2 2023 and held it in 1 quarter. The position peaked at $78.8K in Q2 2023. 1,800 funds tracked by Wall St. Rank hold BLK as of Q3 2023.

LJI Wealth Management reported no remaining Blackrock position as of Q3 2023 after selling out during the quarter.
LJI Wealth Management sold 14,607 Blackrock shares in Q3 2023, an estimated $78.8K.
LJI Wealth Management first reported a position in Blackrock in Q2 2023 and held it in 1 quarter.
LJI Wealth Management's Blackrock position peaked at $78.8K in Q2 2023.
1,800 funds tracked by Wall St. Rank held Blackrock as of Q3 2023.

Based on LJI Wealth Management's 13F filing for Q3 2023, filed 2 Feb 2024.