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Summit Financial Strategies’s Blackrock BLK Stock Holding History

Summit Financial Strategies’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
Q2 		– Sell
-423
Closed -$323K – 121
2022
Q1 		$323K Hold
423
– – 0.07% 82
2021
Q4 		$387K Hold
423
– – 0.07% 75
2021
Q3 		$355K Hold
423
– – 0.07% 81
2021
Q2 		$370K Hold
423
– – 0.07% 78
2021
Q1 		$319K Sell
423
-25
-6% -$18.1K 0.11% 52
2020
Q4 		$323K Buy
+448
New +$297K 0.11% 63

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Summit Financial Strategies's BLK Position: Q2 2022 in Review

Summit Financial Strategies sold out of Blackrock (BLK) in Q2 2022, closing a stake of 423 shares — an estimated $323K sold.

Summit Financial Strategies first reported a position in BLK in Q4 2020 and held it in 6 quarters. The position peaked at $387K in Q4 2021. 1,750 funds tracked by Wall St. Rank hold BLK as of Q2 2022.

  • Summit Financial Strategies reported no remaining Blackrock position as of Q2 2022 after selling out during the quarter.
  • Summit Financial Strategies sold 423 Blackrock shares in Q2 2022, an estimated $323K.
  • Summit Financial Strategies first reported a position in Blackrock in Q4 2020 and held it in 6 quarters.
  • Summit Financial Strategies's Blackrock position peaked at $387K in Q4 2021.
  • 1,750 funds tracked by Wall St. Rank held Blackrock as of Q2 2022.

Based on Summit Financial Strategies's 13F filing for Q2 2022, filed 25 Jul 2022.