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Meredith Wealth Planning’s Blackrock BLK Stock Holding History

Meredith Wealth Planning’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 		– Sell
-547
Closed -$366K – 44
2023
Q1 		$366K Sell
547
-15
-3% -$10.6K 0.29% 32
2022
Q4 		$398K Buy
+562
New +$375K 0.34% 28

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

Meredith Wealth Planning's BLK Position: Q2 2023 in Review

Meredith Wealth Planning sold out of Blackrock (BLK) in Q2 2023, closing a stake of 547 shares — an estimated $366K sold.

Meredith Wealth Planning first reported a position in BLK in Q4 2022 and held it in 2 quarters. The position peaked at $398K in Q4 2022. 1,853 funds tracked by Wall St. Rank hold BLK as of Q2 2023.

  • Meredith Wealth Planning reported no remaining Blackrock position as of Q2 2023 after selling out during the quarter.
  • Meredith Wealth Planning sold 547 Blackrock shares in Q2 2023, an estimated $366K.
  • Meredith Wealth Planning first reported a position in Blackrock in Q4 2022 and held it in 2 quarters.
  • Meredith Wealth Planning's Blackrock position peaked at $398K in Q4 2022.
  • 1,853 funds tracked by Wall St. Rank held Blackrock as of Q2 2023.

Based on Meredith Wealth Planning's 13F filing for Q2 2023, filed 14 Jul 2023.