Polaris Wealth Advisory Group’s Blackrock BLK Stock Holding History

Polaris Wealth Advisory Group’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
2023 Q3	$6.91M	Buy	+10,681	New	+$7.46M	0.53%	67
2022 Q4	–	Sell	-20,076	Closed	-$11M	–	177
2022 Q3	$11M	Buy	20,076 +1,114	+6%	+$729K	0.91%	39
2022 Q2	$11.5M	Buy	+18,962	New	+$12.3M	0.92%	37

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Polaris Wealth Advisory Group's BLK Position: Q3 2023 in Review

Polaris Wealth Advisory Group opened a new position in Blackrock (BLK) in Q3 2023: 10,681 shares worth $6.91M. The stake represents 0.53% of the portfolio and ranks #67 among its holdings. This is a return to the name: Polaris Wealth Advisory Group previously reported a position in BLK as recently as Q3 2022.

Polaris Wealth Advisory Group first reported a position in BLK in Q2 2022 and has held it in 3 quarters since. The position peaked at $11.5M in Q2 2022. 1,799 funds tracked by Wall St. Rank hold BLK as of Q3 2023.

Polaris Wealth Advisory Group held 10,681 shares of Blackrock worth $6.91M as of Q3 2023.
Blackrock was a new Polaris Wealth Advisory Group position in Q3 2023.
Blackrock made up 0.53% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #67 holding.
Polaris Wealth Advisory Group first reported a position in Blackrock in Q2 2022 and has held it in 3 quarters since.
Polaris Wealth Advisory Group's Blackrock position peaked at $11.5M in Q2 2022.
1,799 funds tracked by Wall St. Rank held Blackrock as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.