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Schechter Investment Advisors’s Blackrock BLK Stock Holding History

Schechter Investment 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
2025
Q1 		$938K Sell
991
-101
-9% -$99K 0.08% 245
2024
Q4 		$1.12M Sell
1,092
-85
-7% -$86.3K 0.09% 227
2024
Q3 		$1.12M Buy
1,177
+152
+15% +$132K 0.08% 231
2024
Q2 		$807K Buy
1,025
+32
+3% +$25K 0.06% 281
2024
Q1 		$828K Sell
993
-70
-7% -$56.2K 0.06% 279
2023
Q4 		$863K Buy
1,063
+4
+0.4% +$2.79K 0.07% 254
2023
Q3 		$685K Buy
1,059
+31
+3% +$21.7K 0.07% 286
2023
Q2 		$710K Buy
1,028
+34
+3% +$22.8K 0.06% 312
2023
Q1 		$665K Sell
994
-69
-6% -$48.6K 0.06% 345
2022
Q4 		$753K Buy
1,063
+125
+13% +$83.5K 0.07% 379
2022
Q3 		$517K Sell
938
-62
-6% -$40.6K 0.05% 497
2022
Q2 		$609K Buy
1,000
+36
+4% +$23.4K 0.06% 466
2022
Q1 		$737K Sell
964
-8
-0.8% -$6.25K 0.07% 409
2021
Q4 		$890K Buy
+972
New +$887K 0.08% 344

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Schechter Investment Advisors's BLK Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Blackrock (BLK) stake by 9.2% in Q1 2025, selling an estimated $99K and leaving 991 shares worth $938K. The position accounts for 0.08% of the portfolio, ranked #245.

Schechter Investment Advisors first reported a position in BLK in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.12M in Q4 2024. 2,195 funds tracked by Wall St. Rank hold BLK as of Q1 2025.

  • Schechter Investment Advisors held 991 shares of Blackrock worth $938K as of Q1 2025.
  • Schechter Investment Advisors sold 101 Blackrock shares in Q1 2025, an estimated $99K.
  • Blackrock made up 0.08% of Schechter Investment Advisors's portfolio in Q1 2025, its #245 holding.
  • Schechter Investment Advisors first reported a position in Blackrock in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Blackrock position peaked at $1.12M in Q4 2024.
  • 2,195 funds tracked by Wall St. Rank held Blackrock as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.