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YorkBridge Wealth Partners’s Blackrock BLK Stock Holding History

YorkBridge Wealth Partners’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
Q4 		$628K Sell
886
-40
-4% -$26.7K 0.16% 112
2022
Q3 		$510K Sell
926
-13
-1% -$8.51K 0.13% 122
2022
Q2 		$572K Buy
939
+119
+15% +$77.5K 0.15% 117
2022
Q1 		$627K Sell
820
-1
-0.1% -$781 0.14% 118
2021
Q4 		$752K Sell
821
-19
-2% -$17.3K 0.17% 102
2021
Q3 		$704K Hold
840
– – 0.18% 102
2021
Q2 		$735K Sell
840
-23
-3% -$19.4K 0.19% 96
2021
Q1 		$651K Sell
863
-17
-2% -$12.3K 0.19% 96
2020
Q4 		$635K Sell
880
-6
-0.7% -$3.98K 0.21% 91
2020
Q3 		$499K Sell
886
-9
-1% -$5.13K 0.21% 93
2020
Q2 		$487K Sell
895
-40
-4% -$20.2K 0.22% 90
2020
Q1 		$411K Sell
935
-163
-15% -$80.3K 0.25% 92
2019
Q4 		$552K Buy
1,098
+23
+2% +$10.9K 0.25% 93
2019
Q3 		$479K Sell
1,075
-632
-37% -$281K 0.24% 98
2019
Q2 		$801K Buy
1,707
+30
+2% +$13.6K 0.36% 71
2019
Q1 		$717K Sell
1,677
-1
-0.1% -$420 0.33% 72
2018
Q4 		$659K Buy
1,678
+2
+0.1% +$819 0.35% 73
2018
Q3 		$794K Sell
1,676
-154
-8% -$74.9K 0.36% 71
2018
Q2 		$913K Sell
1,830
-38
-2% -$20.1K 0.4% 67
2018
Q1 		$995K Buy
1,868
+42
+2% +$23.1K 0.46% 62
2017
Q4 		$959K Sell
1,826
-8
-0.4% -$3.89K 0.46% 60
2017
Q3 		$820K Sell
1,834
-42
-2% -$17.9K 0.43% 62
2017
Q2 		$804K Sell
1,876
-18
-1% -$7.18K 0.43% 63
2017
Q1 		$728K Buy
1,894
+506
+36% +$194K 0.38% 69
2016
Q4 		$519K Buy
+1,388
New +$509K 0.31% 83

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

YorkBridge Wealth Partners's BLK Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its Blackrock (BLK) stake by 4.3% in Q4 2022, selling an estimated $26.7K and leaving 886 shares worth $628K. The position accounts for 0.16% of the portfolio, ranked #112.

YorkBridge Wealth Partners first reported a position in BLK in Q4 2016 and has held it in 25 quarters since. The position peaked at $995K in Q1 2018. 1,824 funds tracked by Wall St. Rank hold BLK as of Q4 2022.

  • YorkBridge Wealth Partners held 886 shares of Blackrock worth $628K as of Q4 2022.
  • YorkBridge Wealth Partners sold 40 Blackrock shares in Q4 2022, an estimated $26.7K.
  • Blackrock made up 0.16% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #112 holding.
  • YorkBridge Wealth Partners first reported a position in Blackrock in Q4 2016 and has held it in 25 quarters since.
  • YorkBridge Wealth Partners's Blackrock position peaked at $995K in Q1 2018.
  • 1,824 funds tracked by Wall St. Rank held Blackrock as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.