Personal Capital Advisors’s Blackrock BLK Stock Holding History

Personal Capital 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	$395K	Sell	557 -58	-9%	-$38.7K	﹤0.01%	339
2022 Q3	$338K	Buy	615 +239	+64%	+$156K	﹤0.01%	334
2022 Q2	$229K	Buy	376 +59	+19%	+$38.4K	﹤0.01%	405
2022 Q1	$242K	Sell	317 -58	-15%	-$45.3K	﹤0.01%	436
2021 Q4	$325K	Buy	375 +50	+15%	+$45.6K	﹤0.01%	420
2021 Q3	$273K	Buy	325 +36	+12%	+$32.3K	﹤0.01%	421
2021 Q2	$253K	Sell	289 -2	-0.7%	-$1.69K	﹤0.01%	426
2021 Q1	$219K	Sell	291 -49	-14%	-$35.5K	﹤0.01%	447
2020 Q4	$245K	Buy	+340	New	+$225K	﹤0.01%	415
2020 Q2	–	Sell	-2,267	Closed	-$997K	–	365
2020 Q1	$997K	Buy	2,267 +8	+0.4%	+$3.94K	0.01%	223
2019 Q4	$1.14M	Sell	2,259 -34	-1%	-$16.1K	0.01%	229
2019 Q3	$1.02M	Buy	2,293 +38	+2%	+$16.9K	0.01%	223
2019 Q2	$1.06M	Buy	+2,255	New	+$1.02M	0.01%	216

Other funds holding BLK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 $29.7B AUM 13.98% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Capital International Investors

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