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Tiedemann Advisors’s Blackrock BLK Stock Holding History

Tiedemann 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 		$999K Buy
1,547
+115
+8% +$80.3K 0.04% 120
2023
Q2 		$990K Buy
1,432
+443
+45% +$297K 0.04% 118
2023
Q1 		$662K Buy
+989
New +$697K 0.03% 136
2022
Q2 		– Sell
-483
Closed -$369K – 237
2022
Q1 		$369K Buy
483
+178
+58% +$139K 0.02% 214
2021
Q4 		$279K Hold
305
– – 0.01% 243
2021
Q3 		$255K Sell
305
-103
-25% -$92.3K 0.01% 254
2021
Q2 		$355K Sell
408
-39
-9% -$32.9K 0.01% 270
2021
Q1 		$337K Sell
447
-429
-49% -$311K 0.01% 255
2020
Q4 		$632K Sell
876
-510
-37% -$338K 0.03% 188
2020
Q3 		$781K Buy
1,386
+25
+2% +$14.3K 0.04% 194
2020
Q2 		$741K Sell
1,361
-676
-33% -$341K 0.04% 185
2020
Q1 		$896K Sell
2,037
-7
-0.3% -$3.45K 0.06% 162
2019
Q4 		$1.03M Sell
2,044
-6,370
-76% -$3.02M 0.05% 162
2019
Q3 		$3.75M Buy
8,414
+7,658
+1,013% +$3.41M 0.18% 87
2019
Q2 		$353K Sell
756
-4,875
-87% -$2.21M 0.02% 231
2019
Q1 		$2.41M Buy
5,631
+30
+0.5% +$12.6K 0.11% 118
2018
Q4 		$2.2M Buy
5,601
+1,440
+35% +$590K 0.11% 120
2018
Q3 		$1.96M Sell
4,161
-186
-4% -$90.4K 0.12% 111
2018
Q2 		$2.17M Buy
4,347
+519
+14% +$274K 0.14% 100
2018
Q1 		$2.07M Buy
+3,828
New +$2.1M 0.14% 90
2017
Q3 		– Sell
-3,170
Closed -$1.29M – 356
2017
Q2 		$1.29M Buy
3,170
+480
+18% +$191K 0.09% 171
2017
Q1 		$1.03M Buy
2,690
+477
+22% +$182K 0.09% 184
2016
Q4 		$842K Hold
2,213
– – 0.08% 169
2016
Q3 		$756K Buy
+2,213
New +$805K 0.16% 76

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

Tiedemann Advisors's BLK Position: Q3 2023 in Review

Tiedemann Advisors increased its Blackrock (BLK) stake by 8% in Q3 2023, buying an estimated $80.3K and bringing the position to 1,547 shares worth $999K. The position accounts for 0.04% of the portfolio, ranked #120.

Tiedemann Advisors first reported a position in BLK in Q3 2016 and has held it in 24 quarters since. The position peaked at $3.75M in Q3 2019. 1,799 funds tracked by Wall St. Rank hold BLK as of Q3 2023.

  • Tiedemann Advisors held 1,547 shares of Blackrock worth $999K as of Q3 2023.
  • Tiedemann Advisors bought 115 Blackrock shares in Q3 2023, an estimated $80.3K.
  • Blackrock made up 0.04% of Tiedemann Advisors's portfolio in Q3 2023, its #120 holding.
  • Tiedemann Advisors first reported a position in Blackrock in Q3 2016 and has held it in 24 quarters since.
  • Tiedemann Advisors's Blackrock position peaked at $3.75M in Q3 2019.
  • 1,799 funds tracked by Wall St. Rank held Blackrock as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.