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 $5.7T 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 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 $29.7B 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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return