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Strait & Sound Wealth Management’s Blackrock BLK Stock Holding History

Strait & Sound 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
2025
Q1 		– Sell
-329
Closed -$337K – 146
2024
Q4 		$337K Hold
329
– – 0.16% 102
2024
Q3 		$312K Sell
329
-71
-18% -$61.4K 0.15% 103
2024
Q2 		$315K Sell
400
-141
-26% -$110K 0.16% 101
2024
Q1 		$425K Sell
541
-3
-0.6% -$2.41K 0.24% 68
2023
Q4 		$428K Hold
544
– – 0.27% 69
2023
Q3 		$352K Buy
+544
New +$380K 0.3% 78

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

Strait & Sound Wealth Management's BLK Position: Q1 2025 in Review

Strait & Sound Wealth Management sold out of Blackrock (BLK) in Q1 2025, closing a stake of 329 shares — an estimated $337K sold.

Strait & Sound Wealth Management first reported a position in BLK in Q3 2023 and held it in 6 quarters. The position peaked at $428K in Q4 2023. 2,195 funds tracked by Wall St. Rank hold BLK as of Q1 2025.

  • Strait & Sound Wealth Management reported no remaining Blackrock position as of Q1 2025 after selling out during the quarter.
  • Strait & Sound Wealth Management sold 329 Blackrock shares in Q1 2025, an estimated $337K.
  • Strait & Sound Wealth Management first reported a position in Blackrock in Q3 2023 and held it in 6 quarters.
  • Strait & Sound Wealth Management's Blackrock position peaked at $428K in Q4 2023.
  • 2,195 funds tracked by Wall St. Rank held Blackrock as of Q1 2025.

Based on Strait & Sound Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.