WPWM
BLK icon

Western Pacific Wealth Management’s Blackrock BLK Stock Holding History

Western Pacific Wealth Management’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
2024
Q1 		– Sell
-30
Closed -$24.4K – 307
2023
Q4 		$24.4K Sell
30
-7
-19% -$4.89K 0.02% 172
2023
Q3 		$23.9K Hold
37
– – 0.02% 177
2023
Q2 		$25.6K Hold
37
– – 0.02% 175
2023
Q1 		$24.8K Hold
37
– – 0.02% 176
2022
Q4 		$26.2K Buy
37
+7
+23% +$4.67K 0.02% 166
2022
Q3 		$16K Hold
30
– – 0.02% 181
2022
Q2 		$18K Hold
30
– – 0.02% 126
2022
Q1 		$22K Hold
30
– – 0.02% 136
2021
Q4 		$27K Buy
+30
New +$27.4K 0.02% 136

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Western Pacific Wealth Management's BLK Position: Q1 2024 in Review

Western Pacific Wealth Management sold out of Blackrock (BLK) in Q1 2024, closing a stake of 30 shares — an estimated $24.4K sold.

Western Pacific Wealth Management first reported a position in BLK in Q4 2021 and held it in 9 quarters. The position peaked at $27K in Q4 2021. 1,951 funds tracked by Wall St. Rank hold BLK as of Q1 2024.

  • Western Pacific Wealth Management reported no remaining Blackrock position as of Q1 2024 after selling out during the quarter.
  • Western Pacific Wealth Management sold 30 Blackrock shares in Q1 2024, an estimated $24.4K.
  • Western Pacific Wealth Management first reported a position in Blackrock in Q4 2021 and held it in 9 quarters.
  • Western Pacific Wealth Management's Blackrock position peaked at $27K in Q4 2021.
  • 1,951 funds tracked by Wall St. Rank held Blackrock as of Q1 2024.

Based on Western Pacific Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.