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Paradigm Financial Advisors’s Blackrock BLK Stock Holding History

Paradigm Financial 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
2021
Q4 		$428K Sell
467
-55
-11% -$50.2K 0.09% 133
2021
Q3 		$438K Buy
522
+140
+37% +$125K 0.1% 124
2021
Q2 		$334K Buy
+382
New +$323K 0.07% 149

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Paradigm Financial Advisors's BLK Position: Q4 2021 in Review

Paradigm Financial Advisors reduced its Blackrock (BLK) stake by 11% in Q4 2021, selling an estimated $50.2K and leaving 467 shares worth $428K. The position accounts for 0.09% of the portfolio, ranked #133.

Paradigm Financial Advisors first reported a position in BLK in Q2 2021 and has held it in 3 quarters since. The position peaked at $438K in Q3 2021. 1,879 funds tracked by Wall St. Rank hold BLK as of Q4 2021.

  • Paradigm Financial Advisors held 467 shares of Blackrock worth $428K as of Q4 2021.
  • Paradigm Financial Advisors sold 55 Blackrock shares in Q4 2021, an estimated $50.2K.
  • Blackrock made up 0.09% of Paradigm Financial Advisors's portfolio in Q4 2021, its #133 holding.
  • Paradigm Financial Advisors first reported a position in Blackrock in Q2 2021 and has held it in 3 quarters since.
  • Paradigm Financial Advisors's Blackrock position peaked at $438K in Q3 2021.
  • 1,879 funds tracked by Wall St. Rank held Blackrock as of Q4 2021.

Based on Paradigm Financial Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.