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Summit Wealth Group’s Blackrock BLK Stock Holding History

Summit Wealth Group’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
-24,757
Closed – – 96
2023
Q1 		$0 Buy
+24,757
New +$17.4M ﹤0.01% 164
2021
Q3 		– Sell
-71
Closed -$62K – 63
2021
Q2 		$62K Sell
71
-10
-12% -$8.45K 0.09% 46
2021
Q1 		$61K Buy
+81
New +$58.8K 0.1% 41

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

Summit Wealth Group's BLK Position: Q2 2023 in Review

Summit Wealth Group sold out of Blackrock (BLK) in Q2 2023, closing a stake of 24,757 shares.

Summit Wealth Group first reported a position in BLK in Q1 2021 and held it in 3 quarters. The position peaked at $62K in Q2 2021. 1,853 funds tracked by Wall St. Rank hold BLK as of Q2 2023.

  • Summit Wealth Group reported no remaining Blackrock position as of Q2 2023 after selling out during the quarter.
  • Summit Wealth Group sold 24,757 Blackrock shares in Q2 2023.
  • Summit Wealth Group first reported a position in Blackrock in Q1 2021 and held it in 3 quarters.
  • Summit Wealth Group's Blackrock position peaked at $62K in Q2 2021.
  • 1,853 funds tracked by Wall St. Rank held Blackrock as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.