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Sound View Wealth Advisors’s Blackrock BLK Stock Holding History

Sound View Wealth 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
2019
Q1 		$354K Sell
827
-30
-4% -$12.6K 0.11% 163
2018
Q4 		$337K Buy
+857
New +$351K 0.12% 158

Other funds holding BLK

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sound View Wealth Advisors's BLK Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its Blackrock (BLK) stake by 3.5% in Q1 2019, selling an estimated $12.6K and leaving 827 shares worth $354K. The position accounts for 0.11% of the portfolio, ranked #163.

Sound View Wealth Advisors first reported a position in BLK in Q4 2018 and has held it in 2 quarters since. 1,267 funds tracked by Wall St. Rank hold BLK as of Q1 2019.

  • Sound View Wealth Advisors held 827 shares of Blackrock worth $354K as of Q1 2019.
  • Sound View Wealth Advisors sold 30 Blackrock shares in Q1 2019, an estimated $12.6K.
  • Blackrock made up 0.11% of Sound View Wealth Advisors's portfolio in Q1 2019, its #163 holding.
  • Sound View Wealth Advisors first reported a position in Blackrock in Q4 2018 and has held it in 2 quarters since.
  • 1,267 funds tracked by Wall St. Rank held Blackrock as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.