V Wealth Advisors’s Blackrock BLK Stock Holding History

V 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
2023 Q3	–	Sell	-399	Closed	-$276K	–	142
2023 Q2	$276K	Sell	399 -17	-4%	-$11.4K	0.05%	300
2023 Q1	$278K	Sell	416 -211	-34%	-$149K	0.05%	306
2022 Q4	$444K	Buy	627 +83	+15%	+$55.4K	0.09%	203
2022 Q3	$299K	Sell	544 -357	-40%	-$234K	0.06%	282
2022 Q2	$549K	Sell	901 -29	-3%	-$18.9K	0.1%	207
2022 Q1	$711K	Sell	930 -576	-38%	-$450K	0.11%	193
2021 Q4	$1.38M	Buy	1,506 +39	+3%	+$35.6K	0.2%	120
2021 Q3	$1.23M	Buy	1,467 +61	+4%	+$54.7K	0.19%	128
2021 Q2	$1.23M	Buy	1,406 +285	+25%	+$241K	0.2%	125
2021 Q1	$845K	Buy	1,121 +112	+11%	+$81.2K	0.16%	161
2020 Q4	$727K	Buy	1,009 +449	+80%	+$298K	0.15%	164
2020 Q3	$315K	Sell	560 -495	-47%	-$282K	0.22%	122
2020 Q2	$574K	Buy	1,055 +348	+49%	+$176K	0.15%	169
2020 Q1	$311K	Buy	707 +213	+43%	+$105K	0.1%	215
2019 Q4	$220K	Hold	494	–	–	0.08%	255
2019 Q3	$220K	Buy	494 +24	+5%	+$10.7K	0.08%	255
2019 Q2	$220K	Sell	470 -30	-6%	-$13.6K	0.08%	242
2019 Q1	$239K	Buy	+500	New	+$210K	0.1%	211

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

V Wealth Advisors's BLK Position: Q3 2023 in Review

V Wealth Advisors sold out of Blackrock (BLK) in Q3 2023, closing a stake of 399 shares — an estimated $276K sold.

V Wealth Advisors first reported a position in BLK in Q1 2019 and held it in 18 quarters. The position peaked at $1.38M in Q4 2021. 1,799 funds tracked by Wall St. Rank hold BLK as of Q3 2023.

V Wealth Advisors reported no remaining Blackrock position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 399 Blackrock shares in Q3 2023, an estimated $276K.
V Wealth Advisors first reported a position in Blackrock in Q1 2019 and held it in 18 quarters.
V Wealth Advisors's Blackrock position peaked at $1.38M in Q4 2021.
1,799 funds tracked by Wall St. Rank held Blackrock as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.