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WealthStone’s Blackrock BLK Stock Holding History

WealthStone’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
Q1 		$387K Buy
514
+31
+6% +$22.5K 0.14% 116
2020
Q4 		$349K Buy
483
+22
+5% +$14.6K 0.12% 114
2020
Q3 		$260K Buy
461
+47
+11% +$26.8K 0.12% 121
2020
Q2 		$225K Buy
+414
New +$209K 0.11% 137
2019
Q3 		– Sell
-2,846
Closed -$1.34M – 127
2019
Q2 		$1.34M Buy
+2,846
New +$1.29M 0.6% 30

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
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
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

WealthStone's BLK Position: Q1 2021 in Review

WealthStone increased its Blackrock (BLK) stake by 6.4% in Q1 2021, buying an estimated $22.5K and bringing the position to 514 shares worth $387K. The position accounts for 0.14% of the portfolio, ranked #116.

WealthStone first reported a position in BLK in Q2 2019 and has held it in 5 quarters since. The position peaked at $1.34M in Q2 2019. 1,666 funds tracked by Wall St. Rank hold BLK as of Q1 2021.

  • WealthStone held 514 shares of Blackrock worth $387K as of Q1 2021.
  • WealthStone bought 31 Blackrock shares in Q1 2021, an estimated $22.5K.
  • Blackrock made up 0.14% of WealthStone's portfolio in Q1 2021, its #116 holding.
  • WealthStone first reported a position in Blackrock in Q2 2019 and has held it in 5 quarters since.
  • WealthStone's Blackrock position peaked at $1.34M in Q2 2019.
  • 1,666 funds tracked by Wall St. Rank held Blackrock as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.