Lumature Wealth Partners’s Blackrock BLK Stock Holding History

Lumature Wealth Partners’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	$779K	Buy	1,127 +5	+0.4%	+$3.35K	0.46%	47
2023 Q1	$751K	Sell	1,122 -137	-11%	-$96.5K	0.42%	49
2022 Q4	$892K	Sell	1,259 -137	-10%	-$91.5K	0.5%	43
2022 Q3	$768K	Sell	1,396 -41	-3%	-$26.8K	0.41%	51
2022 Q2	$875K	Buy	1,437 +217	+18%	+$141K	0.39%	52
2022 Q1	$932K	Sell	1,220 -75	-6%	-$58.6K	0.37%	58
2021 Q4	$1.19M	Buy	1,295 +78	+6%	+$71.2K	0.46%	47
2021 Q3	$1.02M	Buy	1,217 +113	+10%	+$101K	0.42%	50
2021 Q2	$966K	Buy	1,104 +202	+22%	+$171K	0.4%	51
2021 Q1	$680K	Buy	+902	New	+$654K	0.36%	59

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

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

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

Lumature Wealth Partners's BLK Position: Q2 2023 in Review

Lumature Wealth Partners increased its Blackrock (BLK) stake by 0.45% in Q2 2023, buying an estimated $3.35K and bringing the position to 1,127 shares worth $779K. The position accounts for 0.46% of the portfolio, ranked #47.

Lumature Wealth Partners first reported a position in BLK in Q1 2021 and has held it in 10 quarters since. The position peaked at $1.19M in Q4 2021. 1,854 funds tracked by Wall St. Rank hold BLK as of Q2 2023.

Lumature Wealth Partners held 1,127 shares of Blackrock worth $779K as of Q2 2023.
Lumature Wealth Partners bought 5 Blackrock shares in Q2 2023, an estimated $3.35K.
Blackrock made up 0.46% of Lumature Wealth Partners's portfolio in Q2 2023, its #47 holding.
Lumature Wealth Partners first reported a position in Blackrock in Q1 2021 and has held it in 10 quarters since.
Lumature Wealth Partners's Blackrock position peaked at $1.19M in Q4 2021.
1,854 funds tracked by Wall St. Rank held Blackrock as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.