Selective Wealth Management’s Blackrock BLK Stock Holding History

Selective Wealth Management’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
2022 Q4	–	Sell	-242	Closed	-$133K	–	187
2022 Q3	$133K	Buy	242 +3	+1%	+$1.96K	0.06%	169
2022 Q2	$146K	Buy	239 +57	+31%	+$37.1K	0.05%	178
2022 Q1	$139K	Buy	182 +32	+21%	+$25K	0.05%	174
2021 Q4	$137K	Sell	150 -70	-32%	-$63.9K	0.06%	163
2021 Q3	$185K	Buy	220 +100	+83%	+$89.6K	0.1%	116
2021 Q2	$105K	Buy	+120	New	+$101K	0.08%	114

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Selective Wealth Management's BLK Position: Q4 2022 in Review

Selective Wealth Management sold out of Blackrock (BLK) in Q4 2022, closing a stake of 242 shares — an estimated $133K sold.

Selective Wealth Management first reported a position in BLK in Q2 2021 and held it in 6 quarters. The position peaked at $185K in Q3 2021. 1,824 funds tracked by Wall St. Rank hold BLK as of Q4 2022.

Selective Wealth Management reported no remaining Blackrock position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 242 Blackrock shares in Q4 2022, an estimated $133K.
Selective Wealth Management first reported a position in Blackrock in Q2 2021 and held it in 6 quarters.
Selective Wealth Management's Blackrock position peaked at $185K in Q3 2021.
1,824 funds tracked by Wall St. Rank held Blackrock as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.