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MFA Wealth Advisors’s Blackrock BLK Stock Holding History

MFA 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
2024
Q4 		– Sell
-40
Closed -$38K – 110
2024
Q3 		$38K Buy
40
+20
+100% +$17.3K 0.01% 198
2024
Q2 		$15.7K Buy
+20
New +$15.6K ﹤0.01% 288
2020
Q3 		– Sell
-39
Closed -$21.2K – 56
2020
Q2 		$21.2K Buy
+39
New +$19.7K 0.01% 113

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

MFA Wealth Advisors's BLK Position: Q4 2024 in Review

MFA Wealth Advisors sold out of Blackrock (BLK) in Q4 2024, closing a stake of 40 shares — an estimated $38K sold.

MFA Wealth Advisors first reported a position in BLK in Q2 2020 and held it in 3 quarters. The position peaked at $38K in Q3 2024. 2,070 funds tracked by Wall St. Rank hold BLK as of Q4 2024.

  • MFA Wealth Advisors reported no remaining Blackrock position as of Q4 2024 after selling out during the quarter.
  • MFA Wealth Advisors sold 40 Blackrock shares in Q4 2024, an estimated $38K.
  • MFA Wealth Advisors first reported a position in Blackrock in Q2 2020 and held it in 3 quarters.
  • MFA Wealth Advisors's Blackrock position peaked at $38K in Q3 2024.
  • 2,070 funds tracked by Wall St. Rank held Blackrock as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.