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Whitaker-Myers Wealth Managers’s Blackrock BLK Stock Holding History

Whitaker-Myers Wealth Managers’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
Q3 		– Sell
-258
Closed -$203K – 109
2024
Q2 		$203K Buy
+258
New +$201K 0.08% 97

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Whitaker-Myers Wealth Managers's BLK Position: Q3 2024 in Review

Whitaker-Myers Wealth Managers sold out of Blackrock (BLK) in Q3 2024, closing a stake of 258 shares — an estimated $203K sold.

Whitaker-Myers Wealth Managers first reported a position in BLK in Q2 2024 and held it in 1 quarter. The position peaked at $203K in Q2 2024. 1,806 funds tracked by Wall St. Rank hold BLK as of Q3 2024.

  • Whitaker-Myers Wealth Managers reported no remaining Blackrock position as of Q3 2024 after selling out during the quarter.
  • Whitaker-Myers Wealth Managers sold 258 Blackrock shares in Q3 2024, an estimated $203K.
  • Whitaker-Myers Wealth Managers first reported a position in Blackrock in Q2 2024 and held it in 1 quarter.
  • Whitaker-Myers Wealth Managers's Blackrock position peaked at $203K in Q2 2024.
  • 1,806 funds tracked by Wall St. Rank held Blackrock as of Q3 2024.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2024, filed 18 Oct 2024.