Number of Shares
5,097.00
Current Holdings Value*
$2.87 Mil
% of Portfolio
2.27%
Total Estimate Gain
$2.69 Mil
% of Total Estimate Gain
79.80%

Blue Chip Wealth Management, Inc.'s BlackRock Inc Holding Summary

As of 2020-09-30, Blue Chip Wealth Management, Inc. held 5,097.00 shares of BlackRock Inc(BLK), totaling $2.87 Mil. This investment constitutes 2.27% of their stock portfolio, and Blue Chip Wealth Management, Inc. now holds 0% of the outstanding BlackRock Inc(BLK) stock.

The initial trade took place in 2018Q2. And since then Blue Chip Wealth Management, Inc. has made 4 purchases of BLK, at an average price of $526.79, for a total of 6,404.00 shares. In addition, there have been 6 sales at an average price of $434.22 for 1,307.00 shares. Based on historical transaction data and BLK's current price of $1078.70, Blue Chip Wealth Management, Inc.'s estimated gain on his BLK holdings is $2.69 Mil, reflecting a 79.80% gain to date.

Blue Chip Wealth Management, Inc. BLK ($1078.70) Holding Chart

Blue Chip Wealth Management, Inc. BLK ($1078.70) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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