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Wealthspire Advisors (Maryland)’s Blackrock BLK Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$1.29M Sell
2,283
-547
-19% -$312K 0.05% 165
2020
Q2 		$1.54M Sell
2,830
-69
-2% -$34.8K 0.11% 114
2020
Q1 		$1.28M Sell
2,899
-125
-4% -$61.6K 0.11% 116
2019
Q4 		$1.52M Buy
3,024
+65
+2% +$30.8K 0.1% 119
2019
Q3 		$1.32M Buy
2,959
+2
+0.1% +$891 0.1% 117
2019
Q2 		$1.39M Buy
2,957
+558
+23% +$252K 0.1% 109
2019
Q1 		$1.02M Buy
2,399
+546
+29% +$229K 0.08% 135
2018
Q4 		$728K Sell
1,853
-1,161
-39% -$476K 0.06% 159
2018
Q3 		$1.42M Sell
3,014
-39
-1% -$19K 0.12% 103
2018
Q2 		$1.52M Sell
3,053
-321
-10% -$170K 0.14% 95
2018
Q1 		$1.83M Sell
3,374
-262
-7% -$144K 0.17% 88
2017
Q4 		$1.87M Buy
3,636
+356
+11% +$173K 0.18% 87
2017
Q3 		$1.47M Sell
3,280
-148
-4% -$63.2K 0.16% 96
2017
Q2 		$1.45M Buy
3,428
+466
+16% +$186K 0.17% 93
2017
Q1 		$1.14M Buy
2,962
+1,405
+90% +$537K 0.16% 93
2016
Q4 		$593K Buy
1,557
+25
+2% +$9.17K 0.09% 144
2016
Q3 		$555K Buy
1,532
+278
+22% +$101K 0.09% 157
2016
Q2 		$430K Sell
1,254
-32
-2% -$11.2K 0.07% 186
2016
Q1 		$438K Sell
1,286
-244
-16% -$77.4K 0.08% 176
2015
Q4 		$521K Buy
+1,530
New +$520K 0.1% 145

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Wealthspire Advisors (Maryland)'s BLK Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its Blackrock (BLK) stake by 19% in Q3 2020, selling an estimated $312K and leaving 2,283 shares worth $1.29M. The position accounts for 0.05% of the portfolio, ranked #165.

Wealthspire Advisors (Maryland) first reported a position in BLK in Q4 2015 and has held it in 20 quarters since. The position peaked at $1.87M in Q4 2017. 1,438 funds tracked by Wall St. Rank hold BLK as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 2,283 shares of Blackrock worth $1.29M as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 547 Blackrock shares in Q3 2020, an estimated $312K.
  • Blackrock made up 0.05% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #165 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Blackrock in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Blackrock position peaked at $1.87M in Q4 2017.
  • 1,438 funds tracked by Wall St. Rank held Blackrock as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.