MWA
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Moser Wealth Advisors’s Blackrock BLK Stock Holding History

Moser 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
2022
Q4 		– Sell
-15
Closed -$8K – 128
2022
Q3 		$8K Hold
15
– – 0.01% 110
2022
Q2 		$9K Hold
15
– – 0.01% 110
2022
Q1 		$11K Hold
15
– – 0.01% 109
2021
Q4 		$14K Sell
15
-15
-50% -$13.7K 0.01% 108
2021
Q3 		$25K Hold
30
– – 0.02% 102
2021
Q2 		$26K Buy
+30
New +$25.3K 0.02% 99
2020
Q4 		– Sell
-45
Closed -$25K – 121
2020
Q3 		$25K Hold
45
– – 0.02% 97
2020
Q2 		$24K Sell
45
-1,623
-97% -$819K 0.02% 92
2020
Q1 		$734K Hold
1,668
– – 0.85% 28
2019
Q4 		$839K Buy
+1,668
New +$791K 0.81% 28

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Moser Wealth Advisors's BLK Position: Q4 2022 in Review

Moser Wealth Advisors sold out of Blackrock (BLK) in Q4 2022, closing a stake of 15 shares — an estimated $8K sold.

Moser Wealth Advisors first reported a position in BLK in Q4 2019 and held it in 10 quarters. The position peaked at $839K in Q4 2019. 1,824 funds tracked by Wall St. Rank hold BLK as of Q4 2022.

  • Moser Wealth Advisors reported no remaining Blackrock position as of Q4 2022 after selling out during the quarter.
  • Moser Wealth Advisors sold 15 Blackrock shares in Q4 2022, an estimated $8K.
  • Moser Wealth Advisors first reported a position in Blackrock in Q4 2019 and held it in 10 quarters.
  • Moser Wealth Advisors's Blackrock position peaked at $839K in Q4 2019.
  • 1,824 funds tracked by Wall St. Rank held Blackrock as of Q4 2022.

Based on Moser Wealth Advisors's 13F filing for Q4 2022, filed 12 Jan 2023.