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Milestone Investment Advisors’s Blackrock BLK Stock Holding History

Milestone Investment 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
-72
Closed -$46.5K – 164
2023
Q3 		$46.5K Buy
+72
New +$50.3K 0.01% 204
2023
Q2 		– Sell
-72
Closed -$48.2K – 159
2023
Q1 		$48.2K Buy
+72
New +$50.7K 0.01% 209

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

Milestone Investment Advisors's BLK Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Blackrock (BLK) in Q4 2023, closing a stake of 72 shares — an estimated $46.5K sold.

Milestone Investment Advisors first reported a position in BLK in Q1 2023 and held it in 2 quarters. The position peaked at $48.2K in Q1 2023. 1,931 funds tracked by Wall St. Rank hold BLK as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Blackrock position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 72 Blackrock shares in Q4 2023, an estimated $46.5K.
  • Milestone Investment Advisors first reported a position in Blackrock in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Blackrock position peaked at $48.2K in Q1 2023.
  • 1,931 funds tracked by Wall St. Rank held Blackrock as of Q4 2023.

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