Wipfli Financial Advisors’s Blackrock BLK Stock Holding History

Wipfli Financial 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
2022 Q3	$637K	Buy	+1,157	New	+$757K	0.04%	177

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Wipfli Financial Advisors's BLK Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Blackrock (BLK) in Q3 2022: 1,157 shares worth $637K. The stake represents 0.04% of the portfolio and ranks #177 among its holdings.

1,716 funds tracked by Wall St. Rank hold BLK as of Q3 2022.

Wipfli Financial Advisors held 1,157 shares of Blackrock worth $637K as of Q3 2022.
Blackrock was a new Wipfli Financial Advisors position in Q3 2022.
Blackrock made up 0.04% of Wipfli Financial Advisors's portfolio in Q3 2022, its #177 holding.
1,716 funds tracked by Wall St. Rank held Blackrock as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.