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WealthShield Partners’s Blackrock BLK Stock Holding History

WealthShield 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
2021
Q3 		– Sell
-130
Closed -$114K – 292
2021
Q2 		$114K Buy
130
+40
+44% +$33.8K 0.02% 341
2021
Q1 		$68K Buy
+90
New +$65.3K 0.01% 400

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

WealthShield Partners's BLK Position: Q3 2021 in Review

WealthShield Partners sold out of Blackrock (BLK) in Q3 2021, closing a stake of 130 shares — an estimated $114K sold.

WealthShield Partners first reported a position in BLK in Q1 2021 and held it in 2 quarters. The position peaked at $114K in Q2 2021. 1,727 funds tracked by Wall St. Rank hold BLK as of Q3 2021.

  • WealthShield Partners reported no remaining Blackrock position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 130 Blackrock shares in Q3 2021, an estimated $114K.
  • WealthShield Partners first reported a position in Blackrock in Q1 2021 and held it in 2 quarters.
  • WealthShield Partners's Blackrock position peaked at $114K in Q2 2021.
  • 1,727 funds tracked by Wall St. Rank held Blackrock as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.