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Tilia Fiduciary Partners’s Blackrock BLK Stock Holding History

Tilia Fiduciary 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
2023
Q3 		– Sell
-72
Closed -$50K – 137
2023
Q2 		$50K Sell
72
-13
-15% -$8.71K 0.04% 211
2023
Q1 		$57K Hold
85
– – 0.05% 197
2022
Q4 		$60.4K Sell
85
-20
-19% -$13.4K 0.06% 185
2022
Q3 		$56K Hold
105
– – 0.06% 183
2022
Q2 		$63K Buy
105
+14
+15% +$9.12K 0.06% 181
2022
Q1 		$70K Sell
91
-8
-8% -$6.25K 0.06% 185
2021
Q4 		$91K Buy
+99
New +$90.3K 0.07% 164

Other funds holding BLK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 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

Tilia Fiduciary Partners's BLK Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of Blackrock (BLK) in Q3 2023, closing a stake of 72 shares — an estimated $50K sold.

Tilia Fiduciary Partners first reported a position in BLK in Q4 2021 and held it in 7 quarters. The position peaked at $91K in Q4 2021. 1,801 funds tracked by Wall St. Rank hold BLK as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining Blackrock position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 72 Blackrock shares in Q3 2023, an estimated $50K.
  • Tilia Fiduciary Partners first reported a position in Blackrock in Q4 2021 and held it in 7 quarters.
  • Tilia Fiduciary Partners's Blackrock position peaked at $91K in Q4 2021.
  • 1,801 funds tracked by Wall St. Rank held Blackrock as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.