MinichMacGregor Wealth Management’s Blackrock BLK Stock Holding History

MinichMacGregor Wealth Management’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 Q1	–	Sell	-31	Closed	-$22K	–	156
2022 Q4	$22K	Buy	+31	New	+$20.7K	0.01%	299
2020 Q2	–	Sell	-1,376	Closed	-$610K	–	64
2020 Q1	$610K	Buy	+1,376	New	+$678K	0.55%	55
2019 Q1	–	Sell	-1,330	Closed	-$595K	–	56
2018 Q4	$595K	Buy	1,330 +1,319	+11,991%	+$540K	0.41%	61
2018 Q3	$5K	Buy	11 +7	+175%	+$3.4K	﹤0.01%	382
2018 Q2	$1K	Hold	4	–	–	﹤0.01%	467
2018 Q1	$2K	Hold	4	–	–	﹤0.01%	418
2017 Q4	$2K	Hold	4	–	–	﹤0.01%	410
2017 Q3	$1K	Hold	4	–	–	﹤0.01%	416
2017 Q2	$1K	Hold	4	–	–	﹤0.01%	409
2017 Q1	$1K	Hold	4	–	–	﹤0.01%	399
2016 Q4	$1K	Hold	4	–	–	﹤0.01%	403
2016 Q3	$1K	Hold	4	–	–	﹤0.01%	400
2016 Q2	$1K	Hold	4	–	–	﹤0.01%	384
2016 Q1	$1K	Buy	+4	New	+$1.27K	﹤0.01%	372

Other funds holding BLK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MinichMacGregor Wealth Management's BLK Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Blackrock (BLK) in Q1 2023, closing a stake of 31 shares — an estimated $22K sold.

MinichMacGregor Wealth Management first reported a position in BLK in Q1 2016 and held it in 14 quarters. The position peaked at $610K in Q1 2020. 1,832 funds tracked by Wall St. Rank hold BLK as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Blackrock position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 31 Blackrock shares in Q1 2023, an estimated $22K.
MinichMacGregor Wealth Management first reported a position in Blackrock in Q1 2016 and held it in 14 quarters.
MinichMacGregor Wealth Management's Blackrock position peaked at $610K in Q1 2020.
1,832 funds tracked by Wall St. Rank held Blackrock as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.