SPIO
BLK icon

Seven Post Investment Office’s Blackrock BLK Stock Holding History

Seven Post Investment Office’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
Q2 		– Sell
-300
Closed -$201K – 56
2023
Q1 		$201K Hold
300
– – 0.07% 55
2022
Q4 		$213K Buy
+300
New +$200K 0.07% 51

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

Seven Post Investment Office's BLK Position: Q2 2023 in Review

Seven Post Investment Office sold out of Blackrock (BLK) in Q2 2023, closing a stake of 300 shares — an estimated $201K sold.

Seven Post Investment Office first reported a position in BLK in Q4 2022 and held it in 2 quarters. The position peaked at $213K in Q4 2022. 1,854 funds tracked by Wall St. Rank hold BLK as of Q2 2023.

  • Seven Post Investment Office reported no remaining Blackrock position as of Q2 2023 after selling out during the quarter.
  • Seven Post Investment Office sold 300 Blackrock shares in Q2 2023, an estimated $201K.
  • Seven Post Investment Office first reported a position in Blackrock in Q4 2022 and held it in 2 quarters.
  • Seven Post Investment Office's Blackrock position peaked at $213K in Q4 2022.
  • 1,854 funds tracked by Wall St. Rank held Blackrock as of Q2 2023.

Based on Seven Post Investment Office's 13F filing for Q2 2023, filed 8 Aug 2023.