Wiser Advisor Group’s Blackrock BLK Stock Holding History

Wiser Advisor Group’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	-64	Closed	-$51.8K	–	307
2023 Q4	$51.8K	Buy	+64	New	+$44.7K	0.09%	93

Other funds holding BLK

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wiser Advisor Group's BLK Position: Q1 2024 in Review

Wiser Advisor Group sold out of Blackrock (BLK) in Q1 2024, closing a stake of 64 shares — an estimated $51.8K sold.

Wiser Advisor Group first reported a position in BLK in Q4 2023 and held it in 1 quarter. The position peaked at $51.8K in Q4 2023. 1,955 funds tracked by Wall St. Rank hold BLK as of Q1 2024.

Wiser Advisor Group reported no remaining Blackrock position as of Q1 2024 after selling out during the quarter.
Wiser Advisor Group sold 64 Blackrock shares in Q1 2024, an estimated $51.8K.
Wiser Advisor Group first reported a position in Blackrock in Q4 2023 and held it in 1 quarter.
Wiser Advisor Group's Blackrock position peaked at $51.8K in Q4 2023.
1,955 funds tracked by Wall St. Rank held Blackrock as of Q1 2024.

Based on Wiser Advisor Group's 13F filing for Q1 2024, filed 16 May 2024.