Platte River Wealth Advisors’s Blackrock BLK Stock Holding History

Platte River Wealth 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
2024 Q3	$1.9M	Buy	1,998 +2	+0.1%	+$1.73K	0.51%	39
2024 Q2	$1.57M	Buy	1,996 +376	+23%	+$293K	0.44%	40
2024 Q1	$1.35M	Hold	1,620	–	–	0.38%	45
2023 Q4	$1.32M	Sell	1,620 -96	-6%	-$67K	0.44%	44
2023 Q3	$1.11M	Buy	1,716 +6	+0.4%	+$4.19K	0.41%	43
2023 Q2	$1.18M	Hold	1,710	–	–	0.41%	42
2023 Q1	$1.14M	Sell	1,710 -30	-2%	-$21.1K	0.44%	40
2022 Q4	$1.23M	Hold	1,740	–	–	0.52%	38
2022 Q3	$957K	Hold	1,740	–	–	0.43%	41
2022 Q2	$1.06M	Sell	1,740 -30	-2%	-$19.5K	0.46%	40
2022 Q1	$1.35M	Sell	1,770 -105	-6%	-$82K	0.49%	39
2021 Q4	$1.67M	Hold	1,875	–	–	0.57%	36
2021 Q3	$1.57M	Buy	1,875 +30	+2%	+$26.9K	0.58%	34
2021 Q2	$1.61M	Hold	1,845	–	–	0.61%	34
2021 Q1	$1.48M	Hold	1,845	–	–	0.61%	34
2020 Q4	$1.37M	Hold	1,845	–	–	0.59%	36
2020 Q3	$1.04M	Buy	1,845 +10	+0.5%	+$5.71K	0.54%	41
2020 Q2	$1.02M	Buy	+1,835	New	+$927K	0.56%	44
2019 Q4	$1.02M	Buy	+1,926	New	+$914K	0.53%	52

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 Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

Platte River Wealth Advisors's BLK Position: Q3 2024 in Review

Platte River Wealth Advisors increased its Blackrock (BLK) stake by 0.1% in Q3 2024, buying an estimated $1.73K and bringing the position to 1,998 shares worth $1.9M. The position accounts for 0.51% of the portfolio, ranked #39.

Platte River Wealth Advisors first reported a position in BLK in Q4 2019 and has held it in 19 quarters since. 1,806 funds tracked by Wall St. Rank hold BLK as of Q3 2024.

Platte River Wealth Advisors held 1,998 shares of Blackrock worth $1.9M as of Q3 2024.
Platte River Wealth Advisors bought 2 Blackrock shares in Q3 2024, an estimated $1.73K.
Blackrock made up 0.51% of Platte River Wealth Advisors's portfolio in Q3 2024, its #39 holding.
Platte River Wealth Advisors first reported a position in Blackrock in Q4 2019 and has held it in 19 quarters since.
1,806 funds tracked by Wall St. Rank held Blackrock as of Q3 2024.

Based on Platte River Wealth Advisors's 13F filing for Q3 2024, filed 7 Oct 2024.