WR Wealth Planners’s Blackrock BLK Stock Holding History

WR Wealth Planners’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 Q4	$16.4K	Sell	16 -12	-43%	-$12.2K	0.01%	514
2024 Q3	$26.6K	Buy	28 +2	+8%	+$1.73K	0.01%	438
2024 Q2	$20.5K	Sell	26 -79	-75%	-$61.6K	0.01%	445
2024 Q1	$87.5K	Buy	+105	New	+$84.4K	0.03%	268
2023 Q4	–	Sell	-92	Closed	-$59.5K	–	250
2023 Q3	$59.5K	Sell	92 -32	-26%	-$22.4K	0.02%	298
2023 Q2	$85.7K	Buy	124 +64	+107%	+$42.9K	0.03%	260
2023 Q1	$40.1K	Sell	60 -76	-56%	-$53.5K	0.02%	345
2022 Q4	$96.6K	Sell	136 -30	-18%	-$20K	0.06%	139
2022 Q3	$91.5K	Buy	166 +7	+4%	+$4.58K	0.06%	130
2022 Q2	$96.9K	Buy	159 +2	+1%	+$1.3K	0.06%	131
2022 Q1	$120K	Buy	+157	New	+$123K	0.07%	126

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WR Wealth Planners's BLK Position: Q4 2024 in Review

WR Wealth Planners reduced its Blackrock (BLK) stake by 43% in Q4 2024, selling an estimated $12.2K and leaving 16 shares worth $16.4K. The position accounts for 0.01% of the portfolio, ranked #514.

WR Wealth Planners first reported a position in BLK in Q1 2022 and has held it in 11 quarters since. The position peaked at $120K in Q1 2022. 2,070 funds tracked by Wall St. Rank hold BLK as of Q4 2024.

WR Wealth Planners held 16 shares of Blackrock worth $16.4K as of Q4 2024.
WR Wealth Planners sold 12 Blackrock shares in Q4 2024, an estimated $12.2K.
Blackrock made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #514 holding.
WR Wealth Planners first reported a position in Blackrock in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's Blackrock position peaked at $120K in Q1 2022.
2,070 funds tracked by Wall St. Rank held Blackrock as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.