Oak Family Advisors’s Blackrock BLK Stock Holding History

Oak Family 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 Q1	–	Sell	-244	Closed	-$223K	–	140
2021 Q4	$223K	Buy	+244	New	+$223K	0.08%	147

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Oak Family Advisors's BLK Position: Q1 2022 in Review

Oak Family Advisors sold out of Blackrock (BLK) in Q1 2022, closing a stake of 244 shares — an estimated $223K sold.

Oak Family Advisors first reported a position in BLK in Q4 2021 and held it in 1 quarter. The position peaked at $223K in Q4 2021. 1,804 funds tracked by Wall St. Rank hold BLK as of Q1 2022.

Oak Family Advisors reported no remaining Blackrock position as of Q1 2022 after selling out during the quarter.
Oak Family Advisors sold 244 Blackrock shares in Q1 2022, an estimated $223K.
Oak Family Advisors first reported a position in Blackrock in Q4 2021 and held it in 1 quarter.
Oak Family Advisors's Blackrock position peaked at $223K in Q4 2021.
1,804 funds tracked by Wall St. Rank held Blackrock as of Q1 2022.

Based on Oak Family Advisors's 13F filing for Q1 2022, filed 3 May 2022.