TRUE Private Wealth Advisors’s Blackrock BLK Stock Holding History

TRUE Private Wealth 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
2021 Q2	–	Sell	-387	Closed	-$292K	–	241
2021 Q1	$292K	Sell	387 -198	-34%	-$144K	0.05%	176
2020 Q4	$422K	Sell	585 -60	-9%	-$39.8K	0.07%	136
2020 Q3	$363K	Sell	645 -8	-1%	-$4.56K	0.06%	139
2020 Q2	$355K	Sell	653 -59	-8%	-$29.8K	0.06%	135
2020 Q1	$313K	Buy	712 +701	+6,373%	+$345K	0.07%	126
2019 Q4	$5K	Buy	+11	New	+$5.22K	﹤0.01%	670
2019 Q3	–	Sell	-11	Closed	-$5K	–	274
2019 Q2	$5K	Buy	+11	New	+$4.98K	﹤0.01%	628
2018 Q4	–	Sell	-81	Closed	-$38.2K	–	310
2018 Q3	$38.2K	Buy	+81	New	+$39.4K	0.01%	497

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

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TRUE Private Wealth Advisors's BLK Position: Q2 2021 in Review

TRUE Private Wealth Advisors sold out of Blackrock (BLK) in Q2 2021, closing a stake of 387 shares — an estimated $292K sold.

TRUE Private Wealth Advisors first reported a position in BLK in Q3 2018 and held it in 8 quarters. The position peaked at $422K in Q4 2020. 1,735 funds tracked by Wall St. Rank hold BLK as of Q2 2021.

TRUE Private Wealth Advisors reported no remaining Blackrock position as of Q2 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 387 Blackrock shares in Q2 2021, an estimated $292K.
TRUE Private Wealth Advisors first reported a position in Blackrock in Q3 2018 and held it in 8 quarters.
TRUE Private Wealth Advisors's Blackrock position peaked at $422K in Q4 2020.
1,735 funds tracked by Wall St. Rank held Blackrock as of Q2 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.