Wealthstreet Investment Advisors’s Blackrock BLK Stock Holding History

Wealthstreet Investment Advisors’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 Q2	–	Sell	-900	Closed	-$679K	–	114
2021 Q1	$679K	Hold	900	–	–	0.07%	217
2020 Q4	$650K	Hold	900	–	–	0.07%	213
2020 Q3	$507K	Hold	900	–	–	0.06%	218
2020 Q2	$490K	Buy	+900	New	+$454K	0.06%	217
2020 Q1	–	Sell	-440	Closed	-$221K	–	309
2019 Q4	$221K	Hold	440	–	–	0.03%	321
2019 Q3	$205K	Hold	440	–	–	0.03%	319
2019 Q2	$207K	Buy	+440	New	+$199K	0.03%	328
2018 Q4	–	Sell	-440	Closed	-$208K	–	330
2018 Q3	$208K	Hold	440	–	–	0.03%	332
2018 Q2	$220K	Hold	440	–	–	0.03%	320
2018 Q1	$239K	Buy	440 +40	+10%	+$22K	0.03%	310
2017 Q4	$205K	Buy	+400	New	+$194K	0.02%	320

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

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

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealthstreet Investment Advisors's BLK Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Blackrock (BLK) in Q2 2021, closing a stake of 900 shares — an estimated $679K sold.

Wealthstreet Investment Advisors first reported a position in BLK in Q4 2017 and held it in 11 quarters. The position peaked at $679K in Q1 2021. 1,736 funds tracked by Wall St. Rank hold BLK as of Q2 2021.

Wealthstreet Investment Advisors reported no remaining Blackrock position as of Q2 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 900 Blackrock shares in Q2 2021, an estimated $679K.
Wealthstreet Investment Advisors first reported a position in Blackrock in Q4 2017 and held it in 11 quarters.
Wealthstreet Investment Advisors's Blackrock position peaked at $679K in Q1 2021.
1,736 funds tracked by Wall St. Rank held Blackrock as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.