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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealth Management Partners's BLK Position: Q2 2024 in Review

Wealth Management Partners sold out of Blackrock (BLK) in Q2 2024, closing a stake of 754 shares — an estimated $628K sold.

Wealth Management Partners first reported a position in BLK in Q4 2020 and held it in 14 quarters. The position peaked at $642K in Q4 2023. 1,948 funds tracked by Wall St. Rank hold BLK as of Q2 2024.

Wealth Management Partners reported no remaining Blackrock position as of Q2 2024 after selling out during the quarter.
Wealth Management Partners sold 754 Blackrock shares in Q2 2024, an estimated $628K.
Wealth Management Partners first reported a position in Blackrock in Q4 2020 and held it in 14 quarters.
Wealth Management Partners's Blackrock position peaked at $642K in Q4 2023.
1,948 funds tracked by Wall St. Rank held Blackrock as of Q2 2024.

Based on Wealth Management Partners's 13F filing for Q2 2024, filed 12 Jul 2024.