Tyler-Stone Wealth Management’s Blackrock BLK Stock Holding History

Tyler-Stone Wealth Management’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 Q3	–	Sell	-34	Closed	-$26.7K	–	376
2024 Q2	$26.7K	Hold	34	–	–	0.01%	470
2024 Q1	$28.2K	Sell	34 -13	-28%	-$10.4K	0.01%	463
2023 Q4	$37.9K	Buy	47 +3	+7%	+$2.09K	0.02%	400
2023 Q3	$28K	Sell	44 -4	-8%	-$2.79K	0.02%	426
2023 Q2	$33K	Buy	+48	New	+$32.1K	0.02%	400
2022 Q4	$34K	Buy	48 +20	+71%	+$13.4K	0.02%	367
2022 Q3	$15K	Hold	28	–	–	0.01%	471
2022 Q2	$17K	Sell	28 -105	-79%	-$68.4K	0.01%	472
2022 Q1	$102K	Buy	133 +4	+3%	+$3.13K	0.06%	249
2021 Q4	$118K	Buy	+129	New	+$118K	0.06%	250

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

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

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

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

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

Tyler-Stone Wealth Management's BLK Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Blackrock (BLK) in Q3 2024, closing a stake of 34 shares — an estimated $26.7K sold.

Tyler-Stone Wealth Management first reported a position in BLK in Q4 2021 and held it in 10 quarters. The position peaked at $118K in Q4 2021. 1,805 funds tracked by Wall St. Rank hold BLK as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining Blackrock position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 34 Blackrock shares in Q3 2024, an estimated $26.7K.
Tyler-Stone Wealth Management first reported a position in Blackrock in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's Blackrock position peaked at $118K in Q4 2021.
1,805 funds tracked by Wall St. Rank held Blackrock as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.