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Surevest’s Blackrock BLK Stock Holding History

Surevest’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
Q3 		$42K Sell
77
-50
-39% -$32.7K 0.01% 194
2022
Q2 		$77K Buy
127
+105
+477% +$68.4K 0.02% 180
2022
Q1 		$17K Hold
22
– – ﹤0.01% 253
2021
Q4 		$20K Buy
+22
New +$20.1K ﹤0.01% 248

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Surevest's BLK Position: Q3 2022 in Review

Surevest reduced its Blackrock (BLK) stake by 39% in Q3 2022, selling an estimated $32.7K and leaving 77 shares worth $42K. The position accounts for 0.01% of the portfolio, ranked #194.

Surevest first reported a position in BLK in Q4 2021 and has held it in 4 quarters since. The position peaked at $77K in Q2 2022. 1,716 funds tracked by Wall St. Rank hold BLK as of Q3 2022.

  • Surevest held 77 shares of Blackrock worth $42K as of Q3 2022.
  • Surevest sold 50 Blackrock shares in Q3 2022, an estimated $32.7K.
  • Blackrock made up 0.01% of Surevest's portfolio in Q3 2022, its #194 holding.
  • Surevest first reported a position in Blackrock in Q4 2021 and has held it in 4 quarters since.
  • Surevest's Blackrock position peaked at $77K in Q2 2022.
  • 1,716 funds tracked by Wall St. Rank held Blackrock as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.