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Sutton Wealth Advisors’s Blackrock BLK Stock Holding History

Sutton Wealth Advisors’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
Q3 		$189K Buy
292
+24
+9% +$16.8K 0.09% 114
2023
Q2 		$185K Buy
268
+53
+25% +$35.5K 0.09% 115
2023
Q1 		$144K Sell
215
-274
-56% -$193K 0.08% 132
2022
Q4 		$347K Sell
489
-5
-1% -$3.34K 0.13% 121
2022
Q3 		$272K Sell
494
-8
-2% -$5.24K 0.11% 137
2022
Q2 		$305K Buy
502
+1
+0.2% +$651 0.12% 124
2022
Q1 		$383K Buy
501
+6
+1% +$4.69K 0.13% 109
2021
Q4 		$453K Hold
495
– – 0.15% 97
2021
Q3 		$415K Buy
495
+1
+0.2% +$896 0.15% 100
2021
Q2 		$432K Hold
494
– – 0.16% 99
2021
Q1 		$372K Buy
494
+2
+0.4% +$1.45K 0.15% 110
2020
Q4 		$355K Buy
492
+5
+1% +$3.32K 0.15% 110
2020
Q3 		$274K Hold
487
– – 0.13% 118
2020
Q2 		$265K Buy
487
+35
+8% +$17.7K 0.14% 113
2020
Q1 		$199K Buy
452
+7
+2% +$3.45K 0.13% 127
2019
Q4 		$224K Hold
445
– – 0.11% 140
2019
Q3 		$198K Hold
445
– – 0.11% 147
2019
Q2 		$209K Hold
445
– – 0.12% 137
2019
Q1 		$190K Buy
445
+74
+20% +$31K 0.11% 146
2018
Q4 		$146K Buy
371
+66
+22% +$27K 0.09% 157
2018
Q3 		$144K Hold
305
– – 0.09% 161
2018
Q2 		$152K Hold
305
– – 0.11% 152
2018
Q1 		$165K Hold
305
– – 0.12% 145
2017
Q4 		$157K Buy
305
+3
+1% +$1.46K 0.11% 148
2017
Q3 		$135K Hold
302
– – 0.1% 162
2017
Q2 		$128K Hold
302
– – 0.1% 173
2017
Q1 		$116K Hold
302
– – 0.1% 174
2016
Q4 		$115K Sell
302
-56
-16% -$20.5K 0.1% 171
2016
Q3 		$130K Hold
358
– – 0.12% 149
2016
Q2 		$123K Hold
358
– – 0.12% 153
2016
Q1 		$122K Buy
+358
New +$114K 0.12% 154

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
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 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

Sutton Wealth Advisors's BLK Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Blackrock (BLK) stake by 9% in Q3 2023, buying an estimated $16.8K and bringing the position to 292 shares worth $189K. The position accounts for 0.09% of the portfolio, ranked #114.

Sutton Wealth Advisors first reported a position in BLK in Q1 2016 and has held it in 31 quarters since. The position peaked at $453K in Q4 2021. 1,800 funds tracked by Wall St. Rank hold BLK as of Q3 2023.

  • Sutton Wealth Advisors held 292 shares of Blackrock worth $189K as of Q3 2023.
  • Sutton Wealth Advisors bought 24 Blackrock shares in Q3 2023, an estimated $16.8K.
  • Blackrock made up 0.09% of Sutton Wealth Advisors's portfolio in Q3 2023, its #114 holding.
  • Sutton Wealth Advisors first reported a position in Blackrock in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Blackrock position peaked at $453K in Q4 2021.
  • 1,800 funds tracked by Wall St. Rank held Blackrock as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.