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SVA Wealth Management’s Blackrock BLK Stock Holding History

SVA Wealth Management’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
2020
Q4 		$1.54M Sell
2,135
-258
-11% -$171K 0.13% 115
2020
Q3 		$1.35M Buy
+2,393
New +$1.37M 0.13% 113

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

SVA Wealth Management's BLK Position: Q4 2020 in Review

SVA Wealth Management reduced its Blackrock (BLK) stake by 11% in Q4 2020, selling an estimated $171K and leaving 2,135 shares worth $1.54M. The position accounts for 0.13% of the portfolio, ranked #115.

SVA Wealth Management first reported a position in BLK in Q3 2020 and has held it in 2 quarters since. 1,643 funds tracked by Wall St. Rank hold BLK as of Q4 2020.

  • SVA Wealth Management held 2,135 shares of Blackrock worth $1.54M as of Q4 2020.
  • SVA Wealth Management sold 258 Blackrock shares in Q4 2020, an estimated $171K.
  • Blackrock made up 0.13% of SVA Wealth Management's portfolio in Q4 2020, its #115 holding.
  • SVA Wealth Management first reported a position in Blackrock in Q3 2020 and has held it in 2 quarters since.
  • 1,643 funds tracked by Wall St. Rank held Blackrock as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.