Wagner Wealth Management (South Carolina)’s Blackrock BLK Stock Holding History

Wagner Wealth Management (South Carolina)’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
2022 Q4	–	Sell	-39	Closed	-$21K	–	290
2022 Q3	$21K	Sell	39 -2	-5%	-$1.31K	0.02%	306
2022 Q2	$25K	Buy	+41	New	+$26.7K	0.02%	287
2022 Q1	–	Sell	-39	Closed	-$36K	–	259
2021 Q4	$36K	Hold	39	–	–	0.03%	302
2021 Q3	$37K	Sell	39 -10	-20%	-$8.96K	0.03%	279
2021 Q2	$43K	Hold	49	–	–	0.03%	272
2021 Q1	$37K	Buy	+49	New	+$35.5K	0.03%	265
2018 Q3	$25K	Buy	53 +43	+430%	+$20.9K	0.02%	322
2018 Q2	$5K	Buy	+10	New	+$5.29K	﹤0.01%	459

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

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

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

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

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

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

Wagner Wealth Management (South Carolina)'s BLK Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Blackrock (BLK) in Q4 2022, closing a stake of 39 shares — an estimated $21K sold.

Wagner Wealth Management (South Carolina) first reported a position in BLK in Q2 2018 and held it in 8 quarters. The position peaked at $43K in Q2 2021. 1,825 funds tracked by Wall St. Rank hold BLK as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining Blackrock position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 39 Blackrock shares in Q4 2022, an estimated $21K.
Wagner Wealth Management (South Carolina) first reported a position in Blackrock in Q2 2018 and held it in 8 quarters.
Wagner Wealth Management (South Carolina)'s Blackrock position peaked at $43K in Q2 2021.
1,825 funds tracked by Wall St. Rank held Blackrock as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.