StrongBox Wealth’s Blackrock BLK Stock Holding History

StrongBox Wealth’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
2021 Q1	–	Sell	-308	Closed	-$222K	–	98
2020 Q4	$222K	Buy	+308	New	+$204K	0.14%	85

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

StrongBox Wealth's BLK Position: Q1 2021 in Review

StrongBox Wealth sold out of Blackrock (BLK) in Q1 2021, closing a stake of 308 shares — an estimated $222K sold.

StrongBox Wealth first reported a position in BLK in Q4 2020 and held it in 1 quarter. The position peaked at $222K in Q4 2020. 1,666 funds tracked by Wall St. Rank hold BLK as of Q1 2021.

StrongBox Wealth reported no remaining Blackrock position as of Q1 2021 after selling out during the quarter.
StrongBox Wealth sold 308 Blackrock shares in Q1 2021, an estimated $222K.
StrongBox Wealth first reported a position in Blackrock in Q4 2020 and held it in 1 quarter.
StrongBox Wealth's Blackrock position peaked at $222K in Q4 2020.
1,666 funds tracked by Wall St. Rank held Blackrock as of Q1 2021.

Based on StrongBox Wealth's 13F filing for Q1 2021, filed 28 May 2021.