Minot Wealth Management’s Blackrock BLK Stock Holding History

Minot 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
2022 Q2	–	Sell	-1,872	Closed	-$1.43M	–	189
2022 Q1	$1.43M	Sell	1,872 -23	-1%	-$18K	0.31%	64
2021 Q4	$1.74M	Buy	1,895 +20	+1%	+$18.3K	0.33%	68
2021 Q3	$1.57M	Buy	1,875 +49	+3%	+$43.9K	0.34%	70
2021 Q2	$1.66M	Buy	1,826 +64	+4%	+$54.1K	0.36%	71
2021 Q1	$1.33M	Buy	1,762 +82	+5%	+$59.5K	0.34%	74
2020 Q4	$1.21M	Buy	1,680 +120	+8%	+$79.6K	0.36%	70
2020 Q3	$879K	Buy	1,560 +1,135	+267%	+$648K	0.33%	76
2020 Q2	$231K	Sell	425 -497	-54%	-$251K	0.12%	100
2020 Q1	$406K	Sell	922 -354	-28%	-$174K	0.29%	76
2019 Q4	$685K	Buy	+1,276	New	+$605K	0.31%	76

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Minot Wealth Management's BLK Position: Q2 2022 in Review

Minot Wealth Management sold out of Blackrock (BLK) in Q2 2022, closing a stake of 1,872 shares — an estimated $1.43M sold.

Minot Wealth Management first reported a position in BLK in Q4 2019 and held it in 10 quarters. The position peaked at $1.74M in Q4 2021. 1,751 funds tracked by Wall St. Rank hold BLK as of Q2 2022.

Minot Wealth Management reported no remaining Blackrock position as of Q2 2022 after selling out during the quarter.
Minot Wealth Management sold 1,872 Blackrock shares in Q2 2022, an estimated $1.43M.
Minot Wealth Management first reported a position in Blackrock in Q4 2019 and held it in 10 quarters.
Minot Wealth Management's Blackrock position peaked at $1.74M in Q4 2021.
1,751 funds tracked by Wall St. Rank held Blackrock as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.