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Walled Lake Planning & Wealth Management’s Blackrock BLK Stock Holding History

Walled Lake Planning & 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
2021
Q4 		– Sell
-11
Closed -$9K – 131
2021
Q3 		$9K Hold
11
– – 0.01% 261
2021
Q2 		$10K Hold
11
– – 0.01% 240
2021
Q1 		$8K Hold
11
– – 0.01% 243
2020
Q4 		$8K Sell
11
-6
-35% -$3.98K 0.01% 220
2020
Q3 		$10K Hold
17
– – 0.01% 210
2020
Q2 		$9K Buy
+17
New +$8.58K 0.01% 203

Other funds holding BLK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Walled Lake Planning & Wealth Management's BLK Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of Blackrock (BLK) in Q4 2021, closing a stake of 11 shares — an estimated $9K sold.

Walled Lake Planning & Wealth Management first reported a position in BLK in Q2 2020 and held it in 6 quarters. The position peaked at $10K in Q2 2021. 1,879 funds tracked by Wall St. Rank hold BLK as of Q4 2021.

  • Walled Lake Planning & Wealth Management reported no remaining Blackrock position as of Q4 2021 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 11 Blackrock shares in Q4 2021, an estimated $9K.
  • Walled Lake Planning & Wealth Management first reported a position in Blackrock in Q2 2020 and held it in 6 quarters.
  • Walled Lake Planning & Wealth Management's Blackrock position peaked at $10K in Q2 2021.
  • 1,879 funds tracked by Wall St. Rank held Blackrock as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.