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MPS Loria Financial Planners’s Blackrock BLK Stock Holding History

MPS Loria Financial Planners’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
2021
Q2 		– Sell
-76
Closed -$57K – 158
2021
Q1 		$57K Hold
76
– – 0.03% 152
2020
Q4 		$54K Buy
+76
New +$50.4K 0.02% 153

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MPS Loria Financial Planners's BLK Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Blackrock (BLK) in Q2 2021, closing a stake of 76 shares — an estimated $57K sold.

MPS Loria Financial Planners first reported a position in BLK in Q4 2020 and held it in 2 quarters. The position peaked at $57K in Q1 2021. 1,735 funds tracked by Wall St. Rank hold BLK as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Blackrock position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 76 Blackrock shares in Q2 2021, an estimated $57K.
  • MPS Loria Financial Planners first reported a position in Blackrock in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's Blackrock position peaked at $57K in Q1 2021.
  • 1,735 funds tracked by Wall St. Rank held Blackrock as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.