Safeguard Financial’s Blackrock BLK Stock Holding History

Safeguard Financial’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	-9	Closed	-$6K	–	125
2023 Q2	$6K	Buy	+9	New	+$6.03K	﹤0.01%	370

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

Safeguard Financial's BLK Position: Q3 2023 in Review

Safeguard Financial sold out of Blackrock (BLK) in Q3 2023, closing a stake of 9 shares — an estimated $6K sold.

Safeguard Financial first reported a position in BLK in Q2 2023 and held it in 1 quarter. The position peaked at $6K in Q2 2023. 1,800 funds tracked by Wall St. Rank hold BLK as of Q3 2023.

Safeguard Financial reported no remaining Blackrock position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 9 Blackrock shares in Q3 2023, an estimated $6K.
Safeguard Financial first reported a position in Blackrock in Q2 2023 and held it in 1 quarter.
Safeguard Financial's Blackrock position peaked at $6K in Q2 2023.
1,800 funds tracked by Wall St. Rank held Blackrock as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.