RGF
BLK icon

Retirement Guys Formula’s Blackrock BLK Stock Holding History

Retirement Guys Formula’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 		– Sell
-929
Closed -$642K – 124
2023
Q2 		$642K Buy
929
+71
+8% +$47.6K 0.37% 71
2023
Q1 		$574K Buy
858
+6
+0.7% +$4.23K 0.41% 64
2022
Q4 		$603K Buy
852
+68
+9% +$45.4K 0.5% 49
2022
Q3 		$431K Buy
784
+39
+5% +$25.5K 0.45% 54
2022
Q2 		$454K Buy
745
+193
+35% +$126K 0.47% 56
2022
Q1 		$422K Buy
552
+108
+24% +$84.4K 0.28% 67
2021
Q4 		$407K Buy
+444
New +$405K 0.32% 64

Other funds holding BLK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Retirement Guys Formula's BLK Position: Q3 2023 in Review

Retirement Guys Formula sold out of Blackrock (BLK) in Q3 2023, closing a stake of 929 shares — an estimated $642K sold.

Retirement Guys Formula first reported a position in BLK in Q4 2021 and held it in 7 quarters. The position peaked at $642K in Q2 2023. 1,800 funds tracked by Wall St. Rank hold BLK as of Q3 2023.

  • Retirement Guys Formula reported no remaining Blackrock position as of Q3 2023 after selling out during the quarter.
  • Retirement Guys Formula sold 929 Blackrock shares in Q3 2023, an estimated $642K.
  • Retirement Guys Formula first reported a position in Blackrock in Q4 2021 and held it in 7 quarters.
  • Retirement Guys Formula's Blackrock position peaked at $642K in Q2 2023.
  • 1,800 funds tracked by Wall St. Rank held Blackrock as of Q3 2023.

Based on Retirement Guys Formula's 13F filing for Q3 2023, filed 13 Oct 2023.