WMP
BLK icon

Wealth Management Partners’s Blackrock BLK Stock Holding History

Wealth Management Partners’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
Q2 		– Sell
-754
Closed -$628K – 109
2024
Q1 		$628K Sell
754
-36
-5% -$28.9K 0.32% 62
2023
Q4 		$642K Sell
790
-104
-12% -$72.6K 0.36% 59
2023
Q3 		$578K Buy
894
+63
+8% +$44K 0.36% 56
2023
Q2 		$575K Buy
831
+83
+11% +$55.6K 0.36% 58
2023
Q1 		$501K Sell
748
-252
-25% -$178K 0.35% 61
2022
Q4 		$425K Hold
1,000
– – 0.35% 63
2022
Q3 		$325K Hold
1,000
– – 0.29% 67
2022
Q2 		$313K Hold
1,000
– – 0.27% 70
2022
Q1 		$466K Hold
1,000
– – 0.33% 60
2021
Q4 		$456K Buy
1,000
+556
+125% +$507K 0.31% 65
2021
Q3 		$373K Buy
444
+61
+16% +$54.7K 0.28% 73
2021
Q2 		$335K Buy
383
+22
+6% +$18.6K 0.23% 87
2021
Q1 		$285K Hold
361
– – 0.21% 98
2020
Q4 		$261K Buy
+361
New +$239K 0.2% 100

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return