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LWS Wealth Advisors’s Blackrock BLK Stock Holding History

LWS Wealth Advisors’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
-6,179
Closed -$4M – 66
2023
Q3 		$4M Hold
6,179
– – 1.75% 18
2023
Q2 		$4.27M Hold
6,179
– – 1.8% 18
2023
Q1 		$4.13M Buy
6,179
+2,515
+69% +$1.77M 1.7% 19
2022
Q4 		$2.6M Hold
3,664
– – 1.09% 24
2022
Q3 		$2.02M Hold
3,664
– – 0.77% 27
2022
Q2 		$2.23M Buy
+3,664
New +$2.39M 1.05% 27

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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

LWS Wealth Advisors's BLK Position: Q4 2023 in Review

LWS Wealth Advisors sold out of Blackrock (BLK) in Q4 2023, closing a stake of 6,179 shares — an estimated $4M sold.

LWS Wealth Advisors first reported a position in BLK in Q2 2022 and held it in 6 quarters. The position peaked at $4.27M in Q2 2023. 1,930 funds tracked by Wall St. Rank hold BLK as of Q4 2023.

  • LWS Wealth Advisors reported no remaining Blackrock position as of Q4 2023 after selling out during the quarter.
  • LWS Wealth Advisors sold 6,179 Blackrock shares in Q4 2023, an estimated $4M.
  • LWS Wealth Advisors first reported a position in Blackrock in Q2 2022 and held it in 6 quarters.
  • LWS Wealth Advisors's Blackrock position peaked at $4.27M in Q2 2023.
  • 1,930 funds tracked by Wall St. Rank held Blackrock as of Q4 2023.

Based on LWS Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.