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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Personal Capital Advisors's BLK Position: Q4 2022 in Review

Personal Capital Advisors reduced its Blackrock (BLK) stake by 9.4% in Q4 2022, selling an estimated $38.7K and leaving 557 shares worth $395K. The position accounts for ﹤0.01% of the portfolio, ranked #339.

Personal Capital Advisors first reported a position in BLK in Q2 2019 and has held it in 13 quarters since. The position peaked at $1.14M in Q4 2019. 1,823 funds tracked by Wall St. Rank hold BLK as of Q4 2022.

Personal Capital Advisors held 557 shares of Blackrock worth $395K as of Q4 2022.
Personal Capital Advisors sold 58 Blackrock shares in Q4 2022, an estimated $38.7K.
Blackrock made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #339 holding.
Personal Capital Advisors first reported a position in Blackrock in Q2 2019 and has held it in 13 quarters since.
Personal Capital Advisors's Blackrock position peaked at $1.14M in Q4 2019.
1,823 funds tracked by Wall St. Rank held Blackrock as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.