TrueWealth Advisors’s Blackrock BLK Stock Holding History

TrueWealth 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
2024 Q2	–	Sell	-344	Closed	-$286K	–	221
2024 Q1	$286K	Buy	+344	New	+$276K	0.11%	159

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

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

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

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

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

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

TrueWealth Advisors's BLK Position: Q2 2024 in Review

TrueWealth Advisors sold out of Blackrock (BLK) in Q2 2024, closing a stake of 344 shares — an estimated $286K sold.

TrueWealth Advisors first reported a position in BLK in Q1 2024 and held it in 1 quarter. The position peaked at $286K in Q1 2024. 1,945 funds tracked by Wall St. Rank hold BLK as of Q2 2024.

TrueWealth Advisors reported no remaining Blackrock position as of Q2 2024 after selling out during the quarter.
TrueWealth Advisors sold 344 Blackrock shares in Q2 2024, an estimated $286K.
TrueWealth Advisors first reported a position in Blackrock in Q1 2024 and held it in 1 quarter.
TrueWealth Advisors's Blackrock position peaked at $286K in Q1 2024.
1,945 funds tracked by Wall St. Rank held Blackrock as of Q2 2024.

Based on TrueWealth Advisors's 13F filing for Q2 2024, filed 24 Jul 2024.