Reilly Financial Advisors’s Blackrock BLK Stock Holding History

Reilly Financial 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
2021 Q4	$35K	Hold	38	–	–	﹤0.01%	464
2021 Q3	$32K	Buy	38 +24	+171%	+$21.5K	﹤0.01%	444
2021 Q2	$12K	Buy	+14	New	+$11.8K	﹤0.01%	659
2020 Q3	–	Sell	-7	Closed	-$4K	–	843
2020 Q2	$4K	Buy	+7	New	+$3.53K	﹤0.01%	724
2020 Q1	–	Sell	-54	Closed	-$27K	–	885
2019 Q4	$27K	Sell	54 -110	-67%	-$52.2K	﹤0.01%	436
2019 Q3	$73K	Buy	164 +110	+204%	+$49K	0.01%	287
2019 Q2	$25K	Hold	54	–	–	﹤0.01%	484
2019 Q1	$23K	Hold	54	–	–	﹤0.01%	493
2018 Q4	$21K	Hold	54	–	–	﹤0.01%	478
2018 Q3	$25K	Sell	54 -24	-31%	-$11.7K	﹤0.01%	497
2018 Q2	$39K	Buy	78 +24	+44%	+$12.7K	0.01%	350
2018 Q1	$29K	Sell	54 -65	-55%	-$35.7K	﹤0.01%	388
2017 Q4	$61K	Sell	119 -11	-8%	-$5.35K	0.01%	295
2017 Q3	$58K	Buy	130 +11	+9%	+$4.7K	0.01%	284
2017 Q2	$50K	Hold	119	–	–	0.01%	305
2017 Q1	$46K	Hold	119	–	–	0.01%	303
2016 Q4	$45K	Buy	+119	New	+$43.6K	0.01%	289
2014 Q4	–	Sell	-50	Closed	-$16K	–	822
2014 Q3	$16K	Hold	50	–	–	﹤0.01%	431
2014 Q2	$16K	Sell	50 -373	-88%	-$114K	﹤0.01%	451
2014 Q1	$133K	Buy	+423	New	+$129K	0.03%	152
2013 Q3	–	Sell	-25	Closed	-$7K	–	746
2013 Q2	$7K	Buy	+25	New	+$6.7K	﹤0.01%	541

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Reilly Financial Advisors's BLK Position: Q4 2021 in Review

Reilly Financial Advisors held its Blackrock (BLK) position steady in Q4 2021 at 38 shares worth $35K. The position accounts for ﹤0.01% of the portfolio, ranked #464.

Reilly Financial Advisors first reported a position in BLK in Q2 2013 and has held it in 21 quarters since. The position peaked at $133K in Q1 2014. 1,880 funds tracked by Wall St. Rank hold BLK as of Q4 2021.

Reilly Financial Advisors held 38 shares of Blackrock worth $35K as of Q4 2021.
Reilly Financial Advisors left its Blackrock share count unchanged in Q4 2021.
Blackrock made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #464 holding.
Reilly Financial Advisors first reported a position in Blackrock in Q2 2013 and has held it in 21 quarters since.
Reilly Financial Advisors's Blackrock position peaked at $133K in Q1 2014.
1,880 funds tracked by Wall St. Rank held Blackrock as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.