Trivium Point Advisory’s Blackrock BLK Stock Holding History

Trivium Point Advisory’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
2019 Q1	–	Sell	-100	Closed	-$3K	–	157
2018 Q4	$3K	Buy	+100	New	+$41K	﹤0.01%	138

Other funds holding BLK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Trivium Point Advisory's BLK Position: Q4 2024 in Review

Trivium Point Advisory sold out of Blackrock (BLK) in Q4 2024, closing a stake of 212 shares — an estimated $218K sold.

Trivium Point Advisory first reported a position in BLK in Q4 2018 and held it in 3 quarters. The position peaked at $1.28M in Q1 2019. 2,069 funds tracked by Wall St. Rank hold BLK as of Q4 2024.

Trivium Point Advisory reported no remaining Blackrock position as of Q4 2024 after selling out during the quarter.
Trivium Point Advisory sold 212 Blackrock shares in Q4 2024, an estimated $218K.
Trivium Point Advisory first reported a position in Blackrock in Q4 2018 and held it in 3 quarters.
Trivium Point Advisory's Blackrock position peaked at $1.28M in Q1 2019.
2,069 funds tracked by Wall St. Rank held Blackrock as of Q4 2024.

Based on Trivium Point Advisory's 13F filing for Q4 2024, filed 13 Feb 2025.