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Tanglewood Legacy Advisors’s Blackrock BLK Stock Holding History

Tanglewood Legacy 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
Q4 		– Sell
-250
Closed -$162K – 280
2023
Q3 		$162K Hold
250
– – 0.1% 92
2023
Q2 		$173K Hold
250
– – 0.1% 88
2023
Q1 		$167K Hold
250
– – 0.11% 80
2022
Q4 		$177K Buy
+250
New +$167K 0.13% 65

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tanglewood Legacy Advisors's BLK Position: Q4 2023 in Review

Tanglewood Legacy Advisors sold out of Blackrock (BLK) in Q4 2023, closing a stake of 250 shares — an estimated $162K sold.

Tanglewood Legacy Advisors first reported a position in BLK in Q4 2022 and held it in 4 quarters. The position peaked at $177K in Q4 2022. 1,931 funds tracked by Wall St. Rank hold BLK as of Q4 2023.

  • Tanglewood Legacy Advisors reported no remaining Blackrock position as of Q4 2023 after selling out during the quarter.
  • Tanglewood Legacy Advisors sold 250 Blackrock shares in Q4 2023, an estimated $162K.
  • Tanglewood Legacy Advisors first reported a position in Blackrock in Q4 2022 and held it in 4 quarters.
  • Tanglewood Legacy Advisors's Blackrock position peaked at $177K in Q4 2022.
  • 1,931 funds tracked by Wall St. Rank held Blackrock as of Q4 2023.

Based on Tanglewood Legacy Advisors's 13F filing for Q4 2023, filed 23 Jan 2024.