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Milestone Wealth’s Blackrock BLK Stock Holding History

Milestone Wealth’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
2022
Q3 		$14K Hold
25
– – 0.02% 159
2022
Q2 		$15K Sell
25
-55
-69% -$35.8K 0.02% 152
2022
Q1 		$73K Hold
80
– – 0.06% 102
2021
Q4 		$73K Buy
+80
New +$73K 0.06% 102

Other funds holding BLK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Milestone Wealth's BLK Position: Q3 2022 in Review

Milestone Wealth held its Blackrock (BLK) position steady in Q3 2022 at 25 shares worth $14K. The position accounts for 0.02% of the portfolio, ranked #159.

Milestone Wealth first reported a position in BLK in Q4 2021 and has held it in 4 quarters since. The position peaked at $73K in Q1 2022. 1,716 funds tracked by Wall St. Rank hold BLK as of Q3 2022.

  • Milestone Wealth held 25 shares of Blackrock worth $14K as of Q3 2022.
  • Milestone Wealth left its Blackrock share count unchanged in Q3 2022.
  • Blackrock made up 0.02% of Milestone Wealth's portfolio in Q3 2022, its #159 holding.
  • Milestone Wealth first reported a position in Blackrock in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Blackrock position peaked at $73K in Q1 2022.
  • 1,716 funds tracked by Wall St. Rank held Blackrock as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.