WCG Wealth Advisors’s Blackrock BLK Stock Holding History

WCG 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
2022 Q4	–	Sell	-242	Closed	-$239K	–	168
2022 Q3	$239K	Sell	242 -135	-36%	-$88.4K	0.03%	251
2022 Q2	$230K	Buy	+377	New	+$245K	0.03%	243

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

WCG Wealth Advisors's BLK Position: Q4 2022 in Review

WCG Wealth Advisors sold out of Blackrock (BLK) in Q4 2022, closing a stake of 242 shares — an estimated $239K sold.

WCG Wealth Advisors first reported a position in BLK in Q2 2022 and held it in 2 quarters. The position peaked at $239K in Q3 2022. 1,825 funds tracked by Wall St. Rank hold BLK as of Q4 2022.

WCG Wealth Advisors reported no remaining Blackrock position as of Q4 2022 after selling out during the quarter.
WCG Wealth Advisors sold 242 Blackrock shares in Q4 2022, an estimated $239K.
WCG Wealth Advisors first reported a position in Blackrock in Q2 2022 and held it in 2 quarters.
WCG Wealth Advisors's Blackrock position peaked at $239K in Q3 2022.
1,825 funds tracked by Wall St. Rank held Blackrock as of Q4 2022.

Based on WCG Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.