Number of Shares
327.00
Current Holdings Value*
$343,410.00
% of Portfolio
0.01%
Total Estimate Gain
$-483,705.58
% of Total Estimate Gain
-5.55%

Stonegate Investment Group, LLC's BlackRock Inc Holding Summary

As of 2025-06-30, Stonegate Investment Group, LLC held 327.00 shares of BlackRock Inc(BLK), totaling $343,410.00. This investment constitutes 0.01% of their stock portfolio, and Stonegate Investment Group, LLC now holds 0% of the outstanding BlackRock Inc(BLK) stock.

The initial trade took place in 2021Q4. And since then Stonegate Investment Group, LLC has made 2 purchases of BLK, at an average price of $912.84, for a total of 9,555.00 shares. In addition, there have been 12 sales at an average price of $853.07 for 9,228.00 shares. Based on historical transaction data and BLK's current price of $1120.37, Stonegate Investment Group, LLC's estimated gain on his BLK holdings is $-483,705.58, reflecting a -5.55% gain to date.

Stonegate Investment Group, LLC BLK ($1120.37) Holding Chart

Stonegate Investment Group, LLC BLK ($1120.37) 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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