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TFO Wealth Partners’s Blackrock BLK Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-1
Closed -$834 – 150
2024
Q1 		$834 Sell
1
-1
-50% -$803 ﹤0.01% 190
2023
Q4 		$1.62K Hold
2
– – ﹤0.01% 147
2023
Q3 		$1.38K Buy
2
+1
+100% +$699 ﹤0.01% 235
2023
Q2 		$691 Hold
1
– – ﹤0.01% 238
2023
Q1 		$669 Hold
1
– – ﹤0.01% 207
2022
Q4 		$83 Buy
+1
New +$668 ﹤0.01% 806
2022
Q3 		– Sell
-4
Closed -$2K – 178
2022
Q2 		$2K Buy
+4
New +$2.6K ﹤0.01% 294
2020
Q4 		– Sell
-5
Closed -$3K – 89
2020
Q3 		$3K Buy
+5
New +$2.85K ﹤0.01% 119

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TFO Wealth Partners's BLK Position: Q2 2024 in Review

TFO Wealth Partners sold out of Blackrock (BLK) in Q2 2024, closing a stake of 1 share — an estimated $834 sold.

TFO Wealth Partners first reported a position in BLK in Q3 2020 and held it in 8 quarters. The position peaked at $3K in Q3 2020. 1,944 funds tracked by Wall St. Rank hold BLK as of Q2 2024.

  • TFO Wealth Partners reported no remaining Blackrock position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 1 Blackrock share in Q2 2024, an estimated $834.
  • TFO Wealth Partners first reported a position in Blackrock in Q3 2020 and held it in 8 quarters.
  • TFO Wealth Partners's Blackrock position peaked at $3K in Q3 2020.
  • 1,944 funds tracked by Wall St. Rank held Blackrock as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.