Planned Solutions’s Blackrock BLK Stock Holding History

Planned Solutions’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
2024 Q4	–	Sell	-19	Closed	-$18K	–	173
2024 Q3	$18K	Buy	+19	New	+$16.4K	0.01%	401
2024 Q1	–	Sell	-19	Closed	-$15.4K	–	145
2023 Q4	$15.4K	Buy	+19	New	+$13.3K	0.01%	392

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

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

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Planned Solutions's BLK Position: Q4 2024 in Review

Planned Solutions sold out of Blackrock (BLK) in Q4 2024, closing a stake of 19 shares — an estimated $18K sold.

Planned Solutions first reported a position in BLK in Q4 2023 and held it in 2 quarters. The position peaked at $18K in Q3 2024. 2,070 funds tracked by Wall St. Rank hold BLK as of Q4 2024.

Planned Solutions reported no remaining Blackrock position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 19 Blackrock shares in Q4 2024, an estimated $18K.
Planned Solutions first reported a position in Blackrock in Q4 2023 and held it in 2 quarters.
Planned Solutions's Blackrock position peaked at $18K in Q3 2024.
2,070 funds tracked by Wall St. Rank held Blackrock as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.