Western Financial Corp’s Blackrock BLK Stock Holding History

Western Financial Corp’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
2022 Q1	–	Sell	-1,002	Closed	-$917K	–	94
2021 Q4	$917K	Buy	1,002 +116	+13%	+$106K	0.48%	40
2021 Q3	$743K	Buy	886 +1	+0.1%	+$896	0.44%	46
2021 Q2	$774K	Buy	885 +40	+5%	+$33.8K	0.42%	41
2021 Q1	$637K	Buy	+845	New	+$613K	0.39%	45

Other funds holding BLK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Western Financial Corp's BLK Position: Q1 2022 in Review

Western Financial Corp sold out of Blackrock (BLK) in Q1 2022, closing a stake of 1,002 shares — an estimated $917K sold.

Western Financial Corp first reported a position in BLK in Q1 2021 and held it in 4 quarters. The position peaked at $917K in Q4 2021. 1,803 funds tracked by Wall St. Rank hold BLK as of Q1 2022.

Western Financial Corp reported no remaining Blackrock position as of Q1 2022 after selling out during the quarter.
Western Financial Corp sold 1,002 Blackrock shares in Q1 2022, an estimated $917K.
Western Financial Corp first reported a position in Blackrock in Q1 2021 and held it in 4 quarters.
Western Financial Corp's Blackrock position peaked at $917K in Q4 2021.
1,803 funds tracked by Wall St. Rank held Blackrock as of Q1 2022.

Based on Western Financial Corp's 13F filing for Q1 2022, filed 22 Apr 2022.